Position in PBF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,530
-$946 QoQ
Shares Held
473
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 436 holders
Holding Since
Mar 2023
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, 2026Key Financial Inc holds $1,726,361 across 8 Oil & Gas Refining & Marketing names. PBF ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,378 | $1,374,993 | |
| 2 | PSX |
Phillips 66
|
615 | $103,965 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
333 | $86,726 | |
| 4 | SUN |
Sunoco LP
|
1,036 | $69,930 | |
| 5 | DINO |
HF Sinclair Corp
|
526 | $36,635 | |
| 6 | DK |
Delek US Holdings, Inc.
|
640 | $32,518 | |
| 7 | PBF |
PBF Energy Inc.
This page
|
473 | $21,530 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
9 | $64 |
All Filings in PBF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,530 | 473 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,476 | 472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $67,013 | 2,471 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $289,782 | 9,605 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $206,536 | 9,531 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $220,336 | 11,542 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $303,307 | 11,424 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $350,601 | 11,328 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $21,261 | 462 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,539 | 461 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,265 | 461 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $24,623 | 460 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $18,791 | 459 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $19,902 | 459 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||