Westside Investment Management’s PBF Energy PBF Stock Holding History

Westside Investment 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
2025 Q2	–	Sell	-420	Closed	-$8.02K	–	1306
2025 Q1	$8.02K	Hold	420	–	–	﹤0.01%	711
2024 Q4	$11.2K	Sell	420 -180	-30%	-$5.48K	﹤0.01%	666
2024 Q3	$18.6K	Hold	600	–	–	﹤0.01%	595
2024 Q2	$27.6K	Hold	600	–	–	0.01%	486
2024 Q1	$34.5K	Hold	600	–	–	0.01%	434
2023 Q4	$26.4K	Hold	600	–	–	0.01%	453
2023 Q3	$32.1K	Hold	600	–	–	0.01%	412
2023 Q2	$24.6K	Hold	600	–	–	0.01%	463
2023 Q1	$26K	Hold	600	–	–	0.01%	460
2022 Q4	$24	Hold	600	–	–	﹤0.01%	516
2022 Q3	$21	Hold	600	–	–	﹤0.01%	509
2022 Q2	$17	Hold	600	–	–	﹤0.01%	532
2022 Q1	$14	Hold	600	–	–	﹤0.01%	567
2021 Q4	$7	Hold	600	–	–	﹤0.01%	629
2021 Q3	$7	Buy	+600	New	+$6.22K	﹤0.01%	619

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Westside Investment Management's PBF Position: Q2 2025 in Review

Westside Investment Management sold out of PBF Energy (PBF) in Q2 2025, closing a stake of 420 shares — an estimated $8.02K sold.

Westside Investment Management first reported a position in PBF in Q3 2021 and held it in 15 quarters. The position peaked at $34.5K in Q1 2024. 315 funds tracked by Wall St. Rank hold PBF as of Q2 2025.

Westside Investment Management reported no remaining PBF Energy position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 420 PBF Energy shares in Q2 2025, an estimated $8.02K.
Westside Investment Management first reported a position in PBF Energy in Q3 2021 and held it in 15 quarters.
Westside Investment Management's PBF Energy position peaked at $34.5K in Q1 2024.
315 funds tracked by Wall St. Rank held PBF Energy as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.