Yousif Capital Management’s PBF Energy PBF Stock Holding History

Yousif Capital 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	$1.39M	Sell	30,558 -3,781	-11%	-$157K	0.02%	864
2026 Q1	$1.64M	Sell	34,339 -1,881	-5%	-$70.5K	0.02%	783
2025 Q4	$1.12M	Sell	36,220 -1,768	-5%	-$56.6K	0.01%	1026
2025 Q3	$1.15M	Sell	37,988 -6,700	-15%	-$175K	0.01%	1023
2025 Q2	$968K	Buy	44,688 +2,284	+5%	+$43.4K	0.01%	1140
2025 Q1	$809K	Buy	42,404 +1,568	+4%	+$39K	0.01%	1215
2024 Q4	$1.08M	Buy	40,836 +459	+1%	+$14K	0.01%	1104
2024 Q3	$1.25M	Sell	40,377 -6,451	-14%	-$234K	0.01%	1045
2024 Q2	$2.16M	Sell	46,828 -4,968	-10%	-$254K	0.02%	729
2024 Q1	$2.98M	Sell	51,796 -807	-2%	-$39.5K	0.03%	589
2023 Q4	$2.31M	Sell	52,603 -4,275	-8%	-$194K	0.03%	720
2023 Q3	$3.04M	Sell	56,878 -3,165	-5%	-$151K	0.04%	532
2023 Q2	$2.46M	Sell	60,043 -5,057	-8%	-$192K	0.03%	648
2023 Q1	$2.82M	Sell	65,100 -2,982	-4%	-$126K	0.04%	565
2022 Q4	$2.78M	Sell	68,082 -27,746	-29%	-$1.15M	0.04%	577
2022 Q3	$3.37M	Sell	95,828 -554	-0.6%	-$17.6K	0.05%	419
2022 Q2	$2.8M	Sell	96,382 -12,180	-11%	-$381K	0.04%	569
2022 Q1	$2.65M	Buy	108,562 +1,995	+2%	+$37.7K	0.03%	736
2021 Q4	$1.38M	Buy	+106,567	New	+$1.48M	0.01%	1215

Other funds holding PBF

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Yousif Capital Management's PBF Position: Q2 2026 in Review

Yousif Capital Management reduced its PBF Energy (PBF) stake by 11% in Q2 2026, selling an estimated $157K and leaving 30,558 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #864.

Yousif Capital Management first reported a position in PBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q3 2022. 57 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Yousif Capital Management held 30,558 shares of PBF Energy worth $1.39M as of Q2 2026.
Yousif Capital Management sold 3,781 PBF Energy shares in Q2 2026, an estimated $157K.
PBF Energy made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #864 holding.
Yousif Capital Management first reported a position in PBF Energy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's PBF Energy position peaked at $3.37M in Q3 2022.
57 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.