West Oak Capital’s PBF Energy PBF Stock Holding History

West Oak Capital’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 Q1	–	Sell	-200	Closed	-$53K	–	313
2024 Q4	$53K	Hold	200	–	–	﹤0.01%	259
2024 Q3	$62	Hold	200	–	–	﹤0.01%	258
2024 Q2	$9.2K	Hold	200	–	–	﹤0.01%	257
2024 Q1	$12K	Hold	200	–	–	0.01%	245
2023 Q4	$9K	Hold	200	–	–	﹤0.01%	254
2023 Q3	$11K	Hold	200	–	–	0.01%	241
2023 Q2	$8.19K	Hold	200	–	–	﹤0.01%	256
2023 Q1	$8.67K	Buy	+200	New	+$8.42K	﹤0.01%	253
2022 Q4	–	Sell	-200	Closed	-$7K	–	317
2022 Q3	$7K	Sell	200 -200	-50%	-$6.34K	﹤0.01%	262
2022 Q2	$12K	Buy	+400	New	+$12.5K	0.01%	239
2019 Q2	–	Sell	-144	Closed	-$4K	–	322
2019 Q1	$4K	Hold	144	–	–	﹤0.01%	277
2018 Q4	$4.7K	Sell	144 -683	-83%	-$27.6K	﹤0.01%	278
2018 Q3	$41.3K	Buy	827 +144	+21%	+$6.84K	0.02%	189
2018 Q2	$28.6K	Hold	683	–	–	0.02%	206
2018 Q1	$23.2K	Hold	683	–	–	0.01%	222
2017 Q4	$24.2K	Hold	683	–	–	0.01%	203
2017 Q3	$18.9K	Hold	683	–	–	0.01%	237
2017 Q2	$15.2K	Hold	683	–	–	0.01%	263
2017 Q1	$15.1K	Hold	683	–	–	0.01%	277
2016 Q4	$19K	Buy	683 +500	+273%	+$12.2K	0.01%	239
2016 Q3	$4.14K	Sell	183 -847	-82%	-$19K	﹤0.01%	327
2016 Q2	$24.5K	Buy	+1,030	New	+$29.6K	0.02%	217

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

West Oak Capital's PBF Position: Q1 2025 in Review

West Oak Capital sold out of PBF Energy (PBF) in Q1 2025, closing a stake of 200 shares — an estimated $53K sold.

West Oak Capital first reported a position in PBF in Q2 2016 and held it in 22 quarters. The position peaked at $53K in Q4 2024. 306 funds tracked by Wall St. Rank hold PBF as of Q1 2025.

West Oak Capital reported no remaining PBF Energy position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 200 PBF Energy shares in Q1 2025, an estimated $53K.
West Oak Capital first reported a position in PBF Energy in Q2 2016 and held it in 22 quarters.
West Oak Capital's PBF Energy position peaked at $53K in Q4 2024.
306 funds tracked by Wall St. Rank held PBF Energy as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.