Position in PBF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$483,923
+$261,919 QoQ
Shares Held
10,631
+128.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 437 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBF Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $21,569,806 across 7 Oil & Gas Refining & Marketing names. PBF ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
27,186 | $7,080,321 | |
| 2 | PSX |
Phillips 66
|
39,247 | $6,634,705 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,789 | $5,826,463 | |
| 4 | DINO |
HF Sinclair Corp
|
14,553 | $1,013,616 | |
| 5 | PBF |
PBF Energy Inc.
This page
|
10,631 | $483,923 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
64,525 | $323,915 | |
| 7 | WKC |
World Kinect Corp
|
6,280 | $206,863 |
All Filings in PBF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,923 | 10,631 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $222,004 | 4,662 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $213,298 | 7,865 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $269,482 | 10,150 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $309,530 | 10,001 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $458,957 | 9,973 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $573,972 | 9,970 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $441,841 | 10,051 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $538,458 | 10,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $411,651 | 10,055 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $442,618 | 10,208 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $432,594 | 10,608 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||