AE Wealth Management LLC

Position in PBF — PBF Energy Inc.

CIK 1697723 TOPEKA, KS

Position in PBF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$271,882

+$44,979 QoQ

Shares Held

5,973

+25.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 437 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

AE Wealth Management LLC holds $35,524,812 across 5 Oil & Gas Refining & Marketing names. PBF ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	113,303	$29,508,598
2	MPC	Marathon Petroleum Corp	10,822	$2,766,849
3	PSX	Phillips 66	15,102	$2,552,973
4	DINO	HF Sinclair Corp	6,095	$424,510
5	PBF	PBF Energy Inc. This page	5,973	$271,882

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,882	5,973	+25.4%	Shares	Other	2026-08-03
2026-03-31	$226,903	4,765	-30.1%	Shares	Sole	2026-05-13
2023-09-30	$364,860	6,816	-77.6%	Shares	Sole	2023-10-11
2023-06-30	$1,247,032	30,460	-5.8%	Shares	Sole	2023-07-10
2023-03-31	$1,401,828	32,330	+68.1%	Shares	Sole	2023-04-14
2022-09-30	$676,161	19,231	-9.9%	Shares	Sole	2022-10-25
2021-03-31	$301,861	21,333	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.