Ray Dalio
PBF icon

Ray Dalio’s PBF Energy PBF Stock Holding History

Ray Dalio’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 		$454K Sell
9,535
-29,408
-76% -$1.1M ﹤0.01% 897
2025
Q4 		$1.06M Sell
38,943
-145,223
-79% -$4.65M ﹤0.01% 871
2025
Q3 		$5.56M Sell
184,166
-88,880
-33% -$2.32M 0.02% 475
2025
Q2 		$5.92M Buy
273,046
+246,875
+943% +$4.69M 0.02% 314
2025
Q1 		$500K Buy
+26,171
New +$651K ﹤0.01% 568
2024
Q4 		– Sell
-93,566
Closed -$2.9M – 800
2024
Q3 		$2.9M Buy
93,566
+26,952
+40% +$979K 0.02% 458
2024
Q2 		$3.07M Sell
66,614
-83,610
-56% -$4.28M 0.02% 450
2024
Q1 		$8.65M Sell
150,224
-43,257
-22% -$2.12M 0.04% 286
2023
Q4 		$8.51M Buy
193,481
+113,845
+143% +$5.17M 0.05% 270
2023
Q3 		$4.26M Buy
+79,636
New +$3.79M 0.03% 384

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's PBF Position: Q1 2026 in Review

Ray Dalio reduced its PBF Energy (PBF) stake by 76% in Q1 2026, selling an estimated $1.1M and leaving 9,535 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Ray Dalio first reported a position in PBF in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.65M in Q1 2024. 418 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

  • Ray Dalio held 9,535 shares of PBF Energy worth $454K as of Q1 2026.
  • Ray Dalio sold 29,408 PBF Energy shares in Q1 2026, an estimated $1.1M.
  • PBF Energy made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #897 holding.
  • Ray Dalio first reported a position in PBF Energy in Q3 2023 and has held it in 10 quarters since.
  • Ray Dalio's PBF Energy position peaked at $8.65M in Q1 2024.
  • 418 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.