Recurrent Investment Advisors LLC

Position in PBF — PBF Energy Inc.

CIK 1803146 HOUSTON, TX

Position in PBF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$47,758,812

+$13,833,998 QoQ

Shares Held

1,002,915

-19.8% QoQ

Ownership

0.848%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $234,716,660 across 5 Oil & Gas Refining & Marketing names. PBF ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	414,064	$75,434,179
2	SUN	Sunoco LP	1,027,877	$66,781,168
3	PBF	PBF Energy Inc. This page	1,002,915	$47,758,812
4	MPC	Marathon Petroleum Corp	180,958	$44,186,324
5	VLO	Valero Energy Corp/Tx	2,251	$556,177

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,758,812	1,002,915	-19.8%	Shares	Sole	2026-05-15
2025-12-31	$33,924,814	1,250,915	-29.4%	Shares	Sole	2026-02-13
2025-09-30	$53,464,438	1,772,106	-25.8%	Shares	Sole	2025-11-13
2025-06-30	$51,744,146	2,387,824	+63.1%	Shares	Sole	2025-08-14
2025-03-31	$27,940,410	1,463,615	+54.8%	Shares	Sole	2025-05-15
2024-12-31	$25,096,095	945,239	+154.0%	Shares	Sole	2025-02-14
2024-09-30	$11,515,814	372,078	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.