Position in PBF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$52,029
+$27,458 QoQ
Shares Held
1,143
+121.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#339
of 436 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $453,909 across 10 Oil & Gas Refining & Marketing names. PBF ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,637 | $276,734 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
206 | $53,650 | |
| 3 | PBF |
PBF Energy Inc.
This page
|
1,143 | $52,029 | |
| 4 | DINO |
HF Sinclair Corp
|
340 | $23,681 | |
| 5 | WKC |
World Kinect Corp
|
592 | $19,500 | |
| 6 | MPC |
Marathon Petroleum Corp
|
75 | $19,175 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
145 | $8,131 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
284 | $582 |
All Filings in PBF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,029 | 1,143 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $24,571 | 516 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,993 | 516 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,442 | 545 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,015 | 93 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,850 | 516 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||