PBFNYSEPetroleum RefiningFiscal year ends December 31
PBF Energy Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$81.26−3.26 (-3.86%)
Close on Oct 19, 2026
- Market cap
- $9.84B
- P/E (TTM)
- 7.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.4%
105M of 119M shares
Institutional holders
439
80 new, 51 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 143 sales
Net sold $993.74M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Maria Soumaya Slim Domit | 30,094,998 | 26.10% | 13D (active) amendment | Feb 26, 2025 |
| Carlos Slim Helu | 28,443,198 | 24.60% | 13D (active) amendment | Feb 9, 2026 |
| Patrick Slim Domit | 26,469,098 | 22.60% | 13D (active) amendment | Mar 2, 2026 |
| Johanna Monique Slim Domit | 20,338,698 | 17.30% | 13G (passive) | Mar 24, 2026 |
| Control Empresarial de Capitales, S.A. de C.V. | 16,862,128 | 14.30% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 12,222,382 | 10.30% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PBF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,312,561 | 11.23% | $605.99M | +1,404,841 | 0.01% |
| Goldman Sachs Group Inc | 6,125,377 | 5.17% | $278.83M | +742,429 | 0.02% |
| State Street Corp | 5,514,966 | 4.65% | $251.04M | +188,562 | 0.01% |
| Vanguard Portfolio Management LLC | 5,410,856 | 4.56% | $246.30M | +485,730 | 0.01% |
| Dimensional Fund Advisors LP | 5,130,165 | 4.33% | $233.53M | +763,834 | 0.04% |
| Two Sigma Investments, LP | 4,713,441 | 3.98% | $214.56M | +857,535 | 0.16% |
| Vanguard Capital Management LLC | 4,141,668 | 3.49% | $188.53M | +271,200 | 0.00% |
| Aqr Capital Management LLC | 3,650,630 | 3.08% | $166.18M | +2,070,603 | 0.06% |
| T. Rowe Price Investment Management, Inc. | 2,821,722 | 2.38% | $128.45K | −551,004 | 0.08% |
| Arrowstreet Capital, Limited Partnership | 2,759,985 | 2.33% | $125.63M | −462,448 | 0.06% |
| FMR LLC | 2,589,479 | 2.18% | $117.87M | +2,497,058 | 0.01% |
| Geode Capital Management, LLC | 2,492,272 | 2.10% | $113.47M | +348,795 | 0.01% |
| Ameriprise Financial Inc | 1,704,319 | 1.44% | $77.58M | +308,363 | 0.02% |
| Acadian Asset Management LLC | 1,694,969 | 1.43% | $77.12K | +678,943 | 0.09% |
| Charles Schwab Investment Management Inc | 1,678,123 | 1.42% | $76.39M | −41,096 | 0.01% |
| Squarepoint Ops LLC | 1,622,285 | 1.37% | $73.85M | +482,507 | 0.08% |
| Allianz Asset Management GmbH | 1,462,014 | 1.23% | $66.55M | +722,245 | 0.06% |
| Northern Trust Corp | 1,359,903 | 1.15% | $61.90M | +177,622 | 0.01% |
| Bank of New York Mellon Corp | 1,265,749 | 1.07% | $57.62M | +93,655 | 0.01% |
| Nuveen, LLC | 1,246,941 | 1.05% | $56.76M | −134,090 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 439 | 105M | 88.4% | 80 / 186 | 121 / 51 | 21M | 14M |
| Q1 2026 | 419 | 98M | 82.8% | 111 / 129 | 124 / 39 | 27M | 18M |
| Q4 2025 | 353 | 99M | 83.3% | 59 / 123 | 124 / 47 | 19M | 10M |
| Q3 2025 | 348 | 90M | 76.1% | 62 / 106 | 130 / 27 | 12M | 19M |
| Q2 2025 | 315 | 97M | 82.2% | 59 / 131 | 91 / 50 | 17M | 11M |
| Q1 2025 | 307 | 91M | 77.0% | 49 / 130 | 91 / 57 | 15M | 11M |
| Q4 2024 | 320 | 88M | 74.1% | 47 / 112 | 133 / 64 | 13M | 15M |
| Q3 2024 | 341 | 90M | 75.9% | 48 / 119 | 141 / 95 | 24M | 14M |
| Q2 2024 | 391 | 95M | 79.9% | 63 / 143 | 142 / 57 | 7M | 15M |
| Q1 2024 | 389 | 103M | 86.8% | 61 / 130 | 149 / 62 | 11M | 11M |
| Q4 2023 | 395 | 103M | 87.1% | 77 / 117 | 152 / 64 | 13M | 9M |
| Q3 2023 | 385 | 99M | 83.8% | 79 / 113 | 158 / 39 | 14M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PBF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,005,076 | 2.54% | $136.79M | 0.01% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,885,383 | 2.43% | $131.34M | 0.11% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,538,836 | 2.14% | $115.57M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,171,371 | 1.83% | $98.84M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 1,860,225 | 1.57% | $84.68M | 2.91% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 1,470,090 | 1.24% | $106.26M | 1.44% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,375,005 | 1.16% | $62.59M | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,287,513 | 1.09% | $93.06M | 0.48% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,219,269 | 1.03% | $55.50M | 0.52% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,081,274 | 0.91% | $78.15M | 0.23% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 961,504 | 0.81% | $43.77M | 0.04% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 929,653 | 0.78% | $42.32M | 0.29% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 864,893 | 0.73% | $62.51M | 1.32% | Jul 31, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 622,560 | 0.53% | $25.34M | 0.10% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 622,261 | 0.52% | $44.98M | 0.55% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew C. Lucey | CEO & President, Director | 526,039 | 0.44% | Aug 17, 2026 |
| Tai Wendy Ho | Senior Vice President, HR | 141,304 | 0.12% | Aug 17, 2026 |
| Trecia M. Canty | SVP and General Counsel | 266,779 | 0.23% | Aug 17, 2026 |
| Joseph Daniel Marino | SVP, Chief Financial Officer | 52,884 | 0.04% | Aug 13, 2026 |
| Paul T. Davis | Senior Vice President | 183,567 | 0.15% | Aug 13, 2026 |
| James E. Fedena | Senior Vice President | 125,639 | 0.11% | Aug 5, 2026 |
| Michael Bukowski | SVP, Head of Refining | 69,432 | 0.06% | Mar 6, 2026 |
| Steven John Andriola | Controller & CAO | 17,414 | 0.01% | Dec 22, 2025 |
| Connor Thomas L. O | Senior Vice President | 196,375 | 0.17% | Dec 17, 2025 |
| Thomas J. Nimbley | Director | 909,746 | 0.77% | Aug 19, 2026 |
| S. Eugene Edwards | Director | 65,406 | 0.06% | Apr 30, 2026 |
| Karen Berriman Davis | Director | 89,490 | 0.08% | Apr 30, 2026 |
| Kimberly S. Lubel | Director | 52,134 | 0.04% | Apr 30, 2026 |
| Georganne Hodges | Director | 19,771 | 0.02% | Apr 30, 2026 |
| Lawrence Michael Ziemba | Director | 21,016 | 0.02% | Apr 30, 2026 |
| George E. Ogden | Director | 52,959 | 0.04% | Apr 30, 2026 |
| Paul Joseph Donahue | Director | 25,319 | 0.02% | Apr 30, 2026 |
| Damian W. Wilmot | Director | 18,829 | 0.02% | Apr 30, 2026 |
| Spencer Abraham | Director | 63,365 | 0.05% | Apr 30, 2026 |
| Empresarial de Capitales S.A. de C.V. Control | 10% owner | 13,716,127 | 11.57% | Sep 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 11, 2026 | Sale | −150,000 | $80.60 | $12.09M | 13,716,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 10, 2026 | Sale | −175,776 | $78.16 | $13.74M | 13,866,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 10, 2026 | Sale | −140,000 | $77.30 | $10.82M | 14,041,903 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 9, 2026 | Sale | −3,494 | $77.23 | $269.84K | 14,181,903 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 2, 2026 | Sale | −54,484 | $77.09 | $4.20M | 14,185,397 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 2, 2026 | Sale | −45,516 | $76.94 | $3.50M | 14,239,881 |
| Thomas J. Nimbley Director | Aug 19, 2026 | Option exercise | +116,008 | $6.72 | $779.57K | 909,745 |
| Thomas J. Nimbley Director | Aug 19, 2026 | Sale | −116,008 | $73.73 | $8.55M | 793,737 |
| Thomas J. Nimbley Director | Aug 18, 2026 | Option exercise | +125,000 | $6.72 | $840.00K | 918,737 |
| Thomas J. Nimbley Director | Aug 18, 2026 | Sale | −125,000 | $74.55 | $9.32M | 793,737 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 17, 2026 | Sale | −120,000 | $74.79 | $8.97M | 14,285,397 |
| Thomas J. Nimbley Director | Aug 17, 2026 | Sale | −100,000 | $75.05 | $7.51M | 793,737 |
| Thomas J. Nimbley Director | Aug 17, 2026 | Option exercise | +100,000 | $6.72 | $672.00K | 893,737 |
| Thomas J. Nimbley Director | Aug 14, 2026 | Sale | −169,925 | $72.65 | $12.35M | 793,737 |
| Thomas J. Nimbley Director | Aug 14, 2026 | Option exercise | +169,925 | $13.91 | $2.36M | 963,662 |
| Trecia M. Canty SVP and General Counsel | Aug 14, 2026 | Option exercise | +75,000 | $28.67 | $2.15M | 266,779 |
| Trecia M. Canty SVP and General Counsel | Aug 14, 2026 | Sale | −75,000 | $74.10 | $5.56M | 191,779 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Tax withholding | −42,584 | $73.31 | $3.12M | 526,038 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Option exercise | +142,364 | $6.72 | $956.69K | 638,135 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Sale | −142,364 | $73.50 | $10.46M | 495,771 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Option exercise | +72,851 | $13.91 | $1.01M | 568,622 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 14, 2026 | Sale | −6,356 | $74.28 | $472.12K | 14,405,397 |
| Tai Wendy Ho Senior Vice President, HR | Aug 14, 2026 | Option exercise | +12,094 | $13.91 | $168.23K | 141,303 |
| Tai Wendy Ho Senior Vice President, HR | Aug 14, 2026 | Sale | −12,094 | $73.95 | $894.35K | 129,209 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 13, 2026 | Sale | −40,000 | $73.01 | $2.92M | 14,411,753 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 13, 2026 | Sale | −170,000 | $71.98 | $12.24M | 14,451,128 |
| Trecia M. Canty SVP and General Counsel | Aug 13, 2026 | Option exercise | −83,147 | $71.00 | $5.90M | 191,779 |
| Trecia M. Canty SVP and General Counsel | Aug 13, 2026 | Option exercise | +83,147 | $32.71 | $2.72M | 274,926 |
| Trecia M. Canty SVP and General Counsel | Aug 12, 2026 | Sale | −946 | $71.00 | $67.17K | 191,779 |
| Trecia M. Canty SVP and General Counsel | Aug 12, 2026 | Option exercise | +946 | $32.71 | $30.94K | 192,725 |
| Trecia M. Canty SVP and General Counsel | Aug 12, 2026 | Sale | −139,374 | $71.00 | $9.90M | 191,779 |
| Trecia M. Canty SVP and General Counsel | Aug 12, 2026 | Option exercise | +139,374 | $40.65 | $5.67M | 331,153 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 12, 2026 | Sale | −150,000 | $70.13 | $10.52M | 14,621,753 |
| Paul T. Davis Senior Vice President | Aug 12, 2026 | Sale | −63,295 | $70.40 | $4.46M | 183,426 |
| Paul T. Davis Senior Vice President | Aug 12, 2026 | Option exercise | +63,295 | $13.91 | $880.43K | 246,721 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 11, 2026 | Sale | −110,375 | $69.14 | $7.63M | 14,771,753 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 11, 2026 | Sale | −110,000 | $68.22 | $7.50M | 14,822,128 |
| Thomas J. Nimbley Director | Aug 11, 2026 | Option exercise | +260,063 | $32.71 | $8.51M | 1,053,800 |
| Thomas J. Nimbley Director | Aug 11, 2026 | Sale | −260,063 | $67.84 | $17.64M | 793,737 |
| Joseph Daniel Marino SVP, Chief Financial Officer | Aug 11, 2026 | Option exercise | +4,033 | $13.91 | $56.10K | 52,884 |
| Joseph Daniel Marino SVP, Chief Financial Officer | Aug 11, 2026 | Sale | −4,033 | $69.15 | $278.88K | 48,851 |
| Paul T. Davis Senior Vice President | Aug 4, 2026 | Option exercise | +75,997 | $6.72 | $510.70K | 259,423 |
| Paul T. Davis Senior Vice President | Aug 4, 2026 | Sale | −75,997 | $65.71 | $4.99M | 183,426 |
| James E. Fedena Senior Vice President | Aug 3, 2026 | Sale | −24,756 | $71.83 | $1.78M | 114,260 |
| Matthew C. Lucey CEO & President, Director | Aug 3, 2026 | Option exercise | +120,000 | $28.67 | $3.44M | 615,771 |
| Matthew C. Lucey CEO & President, Director | Aug 3, 2026 | Sale | −105,473 | $72.25 | $7.62M | 495,771 |
| Matthew C. Lucey CEO & President, Director | Aug 3, 2026 | Sale | −120,000 | $71.62 | $8.59M | 495,771 |
| Matthew C. Lucey CEO & President, Director | Aug 3, 2026 | Option exercise | +105,473 | $32.71 | $3.45M | 601,244 |
| Tai Wendy Ho Senior Vice President, HR | Aug 3, 2026 | Option exercise | +12,500 | $35.30 | $441.25K | 141,709 |
| Tai Wendy Ho Senior Vice President, HR | Aug 3, 2026 | Sale | −16,459 | $71.94 | $1.18M | 129,209 |
| Tai Wendy Ho Senior Vice President, HR | Aug 3, 2026 | Option exercise | +16,459 | $27.86 | $458.55K | 145,668 |
| Tai Wendy Ho Senior Vice President, HR | Aug 3, 2026 | Sale | −12,500 | $72.09 | $901.13K | 129,209 |
| Thomas J. Nimbley Director | Aug 3, 2026 | Sale | −368,139 | $69.71 | $25.66M | 793,737 |
| Thomas J. Nimbley Director | Aug 3, 2026 | Option exercise | +368,139 | $40.65 | $14.96M | 1,161,876 |
| Thomas J. Nimbley Director | Aug 3, 2026 | Sale | −100,000 | $68.94 | $6.89M | 793,737 |
| Thomas J. Nimbley Director | Aug 3, 2026 | Option exercise | +100,000 | $28.67 | $2.87M | 893,737 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Jul 30, 2026 | Sale | −70,000 | $73.34 | $5.13M | 15,032,128 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Jul 30, 2026 | Sale | −70,000 | $72.34 | $5.06M | 15,102,128 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Jul 30, 2026 | Sale | −40,000 | $74.01 | $2.96M | 14,992,128 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Jul 30, 2026 | Sale | −126,088 | $70.82 | $8.93M | 15,172,128 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thomas J. Nimbley Director | Aug 19, 2026 | 116,008 | $8.69M | Aug 19, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 18, 2026 | 125,000 | $9.44M | Aug 18, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 17, 2026 | 100,000 | $7.29M | Aug 17, 2026 | Stock Option Exercise |
| Tai Wendy Ho Officer | Aug 14, 2026 | 12,094 | $894.31K | Aug 14, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 14, 2026 | 75,000 | $5.56M | Aug 14, 2026 | Stock Option Exercise |
| Matthew C. Lucey Officer, Director | Aug 14, 2026 | 142,364 | $10.46M | Aug 14, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 14, 2026 | 169,925 | $12.61M | Aug 14, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 13, 2026 | 83,147 | $5.90M | Aug 13, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 12, 2026 | 140,320 | $9.96M | Aug 12, 2026 | Stock Option Exercise |
| Paul T. Davis Officer | Aug 12, 2026 | 63,295 | $4.36M | Aug 12, 2026 | Stock Option Exercise |
| Joseph Daniel Marino Officer | Aug 11, 2026 | 4,033 | $278.88K | Aug 11, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 11, 2026 | 260,063 | $17.64M | Aug 11, 2026 | Stock Option Exercise |
| Paul T. Davis Officer | Aug 4, 2026 | 75,997 | $4.99M | Aug 4, 2026 | Stock Option Exercise |
| Timothy Joseph Davis Not Affiliated | Aug 4, 2026 | 0 | $0 | Aug 4, 2026 | - |
| Timothy Joseph Davis Officer | Aug 4, 2026 | 75,997 | $4.99M | Aug 4, 2026 | Stock Option Exercise |