SHP Wealth Management’s PBF Energy PBF Stock Holding History

SHP 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 Q2	$1.27K	Buy	28 +24	+600%	+$999	﹤0.01%	1519
2026 Q1	$190	Buy	+4	New	+$150	﹤0.01%	1734

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 $3.38T AUM 44.17% 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

SHP Wealth Management's PBF Position: Q2 2026 in Review

SHP Wealth Management increased its PBF Energy (PBF) stake by 600% in Q2 2026, buying an estimated $999 and bringing the position to 28 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

SHP Wealth Management first reported a position in PBF in Q1 2026 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

SHP Wealth Management held 28 shares of PBF Energy worth $1.27K as of Q2 2026.
SHP Wealth Management bought 24 PBF Energy shares in Q2 2026, an estimated $999.
PBF Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1519 holding.
SHP Wealth Management first reported a position in PBF Energy in Q1 2026 and has held it in 2 quarters since.
440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.