Position in PBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$583,059
+$244,466 QoQ
Shares Held
12,244
-1.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 28.228375398186717.ToString("F0")%
Shared 0.ToString("F0")%
None 71.77162460181327.ToString("F0")%
Common Shares in PBF Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Focus Partners Wealth holds $194,988,790 across 8 Oil & Gas Refining & Marketing names. PBF ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
538,005 | $98,013,750 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
222,521 | $54,980,488 | |
| 3 | MPC |
Marathon Petroleum Corp
|
95,785 | $23,388,781 | |
| 4 | DINO |
HF Sinclair Corp
|
262,542 | $16,379,995 | |
| 5 | SUN |
Sunoco LP
|
16,813 | $1,092,340 | |
| 6 | PBF |
PBF Energy Inc.
This page
|
12,244 | $583,059 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
41,893 | $316,292 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
3,737 | $234,085 |
All Filings in PBF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,059 | 12,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $338,593 | 12,485 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,141 | 9,186 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||