Position in PBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,460
-$206 QoQ
Shares Held
98
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 437 holders
Holding Since
Dec 2020
14 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, 2026Prestige Wealth Management Group LLC holds $471,063 across 4 Oil & Gas Refining & Marketing names. PBF ranks #4 (0.9% of the industry book) .
All Filings in PBF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,460 | 98 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,666 | 98 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,657 | 98 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,956 | 98 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $2,123 | 98 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $9,285 | 300 | Shares | Sole | 2026-02-20 | |
| 2022-09-30 | $6,539 | 186 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $5,397 | 186 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $4,532 | 186 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,412 | 186 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,412 | 186 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,845 | 186 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,631 | 186 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,320 | 186 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||