PBF β€” PBF ENERGY INC

Ownership history in Wealthspire Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Wealthspire Advisors, LLC reported PBF ENERGY INC (PBF) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows PBF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in PBF ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PBF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthspire Advisors, LLC held PBF β€” position size vs. price
% of Fund (quarterly)    PBF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 631 β€” β€” 0.00% $19K 2025-11-14 $38.68

🏒 Other funds also holding PBF

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.06% Ares Financial Consulting, LLC 0.02% Hilltop National Bank 0.0%

FAQ About Wealthspire Advisors, LLC and PBF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthspire Advisors, LLC reported owning PBF?

Wealthspire Advisors, LLC reported PBF across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PBF position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for PBF was 0.00% in 2025 Q3.

What is the latest reported PBF position on this page?

The most recent filing on this page is 2025 Q3, when Wealthspire Advisors, LLC reported 631 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this PBF ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly PBF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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