MorganRosel Wealth Management’s PBF Energy PBF Stock Holding History

MorganRosel Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,530	Closed	-$421K	–	118
2025 Q4	$421K	Buy	+15,530	New	+$497K	0.11%	91

Other funds holding PBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MorganRosel Wealth Management's PBF Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of PBF Energy (PBF) in Q1 2026, closing a stake of 15,530 shares — an estimated $421K sold.

MorganRosel Wealth Management first reported a position in PBF in Q4 2025 and held it in 1 quarter. The position peaked at $421K in Q4 2025. 419 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

MorganRosel Wealth Management reported no remaining PBF Energy position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 15,530 PBF Energy shares in Q1 2026, an estimated $421K.
MorganRosel Wealth Management first reported a position in PBF Energy in Q4 2025 and held it in 1 quarter.
MorganRosel Wealth Management's PBF Energy position peaked at $421K in Q4 2025.
419 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.