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Summit Wealth Group (Colorado)’s PBF Energy PBF Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-26,984
Closed -$820K – 514
2025
Q3 		$820K Buy
+26,984
New +$705K 0.09% 194

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PBF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of PBF Energy (PBF) in Q4 2025, closing a stake of 26,984 shares — an estimated $820K sold.

Summit Wealth Group (Colorado) first reported a position in PBF in Q3 2025 and held it in 1 quarter. The position peaked at $820K in Q3 2025. 353 funds tracked by Wall St. Rank hold PBF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining PBF Energy position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 26,984 PBF Energy shares in Q4 2025, an estimated $820K.
  • Summit Wealth Group (Colorado) first reported a position in PBF Energy in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PBF Energy position peaked at $820K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held PBF Energy as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.