Creative Planning

Position in PBF — PBF Energy Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PBF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,576,605

+$2,923,254 QoQ

Shares Held

188,414

+58.7% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#73

of 438 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Creative Planning holds $166,619,118 across 13 Oil & Gas Refining & Marketing names. PBF ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	334,458	$56,540,124
2	MPC	Marathon Petroleum Corp	172,830	$44,187,445
3	VLO	Valero Energy Corp/Tx	139,348	$36,291,792
4	DINO	HF Sinclair Corp	135,664	$9,448,997
5	PBF	PBF Energy Inc. This page	188,414	$8,576,605
6	PARR	Par Pacific Holdings, Inc.	69,839	$3,916,570
7	DK	Delek US Holdings, Inc.	67,186	$3,413,719
8	UGP	Ultrapar Holdings Inc	364,504	$1,829,809

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,576,605	188,414	+58.7%	Shares	Defined	2026-08-13
2026-03-31	$5,653,351	118,718	+12.5%	Shares	Sole	2026-05-12
2025-12-31	$2,861,783	105,523	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$3,131,464	103,794	+11.6%	Shares	Sole	2025-11-14
2025-06-30	$2,014,789	92,976	+64.8%	Shares	Defined	2025-08-08
2025-03-31	$1,076,771	56,405	+52.9%	Shares	Sole	2025-05-15
2024-12-31	$979,163	36,880	+37.1%	Shares	Defined	2025-02-14
2024-09-30	$832,492	26,898	+50.3%	Shares	Defined	2024-10-11
2024-06-30	$823,526	17,895	+7.0%	Shares	Defined	2024-08-15
2024-03-31	$963,145	16,730	+43.0%	Shares	Defined	2024-05-13
2023-12-31	$514,243	11,698	+14.9%	Shares	Defined	2024-02-14
2023-09-30	$545,095	10,183	+7.2%	Shares	Defined	2023-11-16
2023-06-30	$388,888	9,499	+35.9%	Shares	Sole	2023-07-21
2023-03-31	$303,129	6,991	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.