Physician Wealth Advisors’s PBF Energy PBF Stock Holding History

Physician Wealth Advisors’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 Q2	$911	Hold	20	–	–	﹤0.01%	1875
2026 Q1	$953	Hold	20	–	–	﹤0.01%	1719
2025 Q4	$543	Sell	20 -24	-55%	-$769	﹤0.01%	1839
2025 Q3	$1.33K	Hold	44	–	–	﹤0.01%	1412
2025 Q2	$954	Sell	44 -96	-69%	-$1.82K	﹤0.01%	1462
2025 Q1	$2.67K	Buy	+140	New	+$3.48K	﹤0.01%	822

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Physician Wealth Advisors's PBF Position: Q2 2026 in Review

Physician Wealth Advisors held its PBF Energy (PBF) position steady in Q2 2026 at 20 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Physician Wealth Advisors first reported a position in PBF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.67K in Q1 2025. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Physician Wealth Advisors held 20 shares of PBF Energy worth $911 as of Q2 2026.
Physician Wealth Advisors left its PBF Energy share count unchanged in Q2 2026.
PBF Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1875 holding.
Physician Wealth Advisors first reported a position in PBF Energy in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's PBF Energy position peaked at $2.67K in Q1 2025.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.