Institute for Wealth Management, LLC.

Position in PBF — PBF Energy Inc.

CIK 1533954 DENVER, CO

Position in PBF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$34,140

-$426,523 QoQ

Shares Held

750

-95.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#349

of 437 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,221,053 across 5 Oil & Gas Refining & Marketing names. PBF ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,455	$2,928,699
2	VLO	Valero Energy Corp/Tx	4,417	$1,150,363
3	PSX	Phillips 66	6,553	$1,107,784
4	PBF	PBF Energy Inc. This page	750	$34,140
5	SUN	Sunoco LP	1	$67

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,140	750	-95.3%	Shares	Sole	2026-07-28
2022-06-30	$460,663	15,874	0.0%	Shares	Sole	2022-07-25
2022-03-31	$386,849	15,874	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.