Position in PBF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$126,679
-$98,460 QoQ
Shares Held
2,783
-41.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 93 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBF Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,295,069 across 15 Oil & Gas Refining & Marketing names. PBF ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,819 | $2,036,374 | |
| 2 | MPC |
Marathon Petroleum Corp
|
7,539 | $1,927,492 | |
| 3 | PSX |
Phillips 66
|
8,851 | $1,496,256 | |
| 4 | DINO |
HF Sinclair Corp
|
5,885 | $409,886 | |
| 5 | PBF |
PBF Energy Inc.
This page
|
2,783 | $126,679 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
3,200 | $71,744 | |
| 7 | SUN |
Sunoco LP
|
1,027 | $69,322 | |
| 8 | WKC |
World Kinect Corp
|
1,788 | $58,893 |
All Filings in PBF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,679 | 2,783 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $225,139 | 4,728 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $102,970 | 3,797 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $108,188 | 3,586 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $80,891 | 3,733 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,403 | 1,226 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $65,389 | 2,463 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,224 | 1,849 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $81,361 | 1,768 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $119,225 | 2,071 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $36,003 | 819 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,270 | 771 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,195 | 762 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,519 | 750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $56,520 | 1,386 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,904 | 879 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,550 | 846 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $20,616 | 846 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $10,971 | 846 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||