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Slim Family group (NYSE: PBF) discloses 14.3% beneficial stake in PBF Energy

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

PBF Energy Inc. received an amended Schedule 13G reporting that the Slim Family and their investment holding company, Control Empresarial de Capitales S.A. de C.V., together beneficially own 14.3% of the company’s Class A common stock as of June 30, 2026.

The ownership percentage is calculated using 118,308,459 Class A shares issued and outstanding as of April 24, 2026, as reported in PBF Energy’s Form 10-Q. The group reports only shared voting and dispositive power over the shares, with no sole voting or dispositive power by any individual member.

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Beneficial Ownership Percentage 14.3% Beneficial ownership of PBF Energy Class A common stock reported by the Slim Family and Control Empresarial as of June 30, 2026
Shares Outstanding 118,308,459 shares Class A common shares issued and outstanding as of April 24, 2026, used for the ownership calculation
CUSIP 69318G106 CUSIP for PBF Energy Inc. Class A Common Stock, $0.001 par value per share
Ownership Date 06/30/2026 Date as of which the beneficial ownership position is reported in the Schedule 13G/A
beneficially own regulatory
"Calculations of the percentage of the Class A Common Shares beneficially owned are based on a total of approximately 118,308,459..."
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared voting power regulatory
"Shared Voting Power 16,862,128.00 7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 16,862,128.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power regulatory
"Shared Voting Power 16,862,128.00 7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 16,862,128.00"
Schedule 13G regulatory
"This statement is filed pursuant to Rule 13d-2(b) under the U.S. Securities Exchange Act of 1934..."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
sociedad anonima de capital variable financial
"Control Empresarial, a sociedad anonima de capital variable organized under the laws of the United Mexican States..."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake in PBF (PBF) does the Slim Family report in this Schedule 13G/A?

The filing reports that the Slim Family and Control Empresarial collectively beneficially own 14.3% of PBF Energy’s Class A common stock, based on 118,308,459 shares outstanding as of April 24, 2026, as disclosed in the company’s Form 10-Q.

How many PBF (PBF) Class A shares were outstanding for this 13G/A calculation?

The reported ownership percentage is based on 118,308,459 Class A common shares of PBF Energy outstanding as of April 24, 2026, according to the company’s Form 10-Q filed with the SEC on April 30, 2026.

Who are the reporting persons in the PBF (PBF) Schedule 13G/A amendment?

The reporting persons are the Slim Family (seven named family members) and Control Empresarial de Capitales, S.A. de C.V., a Mexican holding company whose voting securities are owned through a Mexican trust benefiting the Slim Family.

What type of control do the Slim Family and Control Empresarial have over PBF (PBF) shares?

The group reports shared voting power and shared dispositive power over the reported PBF Energy Class A shares, and no sole voting or sole dispositive power is attributed to any individual reporting person in the filing.

As of what date is the 14.3% PBF (PBF) ownership reported in this 13G/A?

The beneficial ownership of 14.3% is reported as of June 30, 2026, using the share count outstanding as of April 24, 2026, as the basis for the percentage calculation under Schedule 13G rules.

Where are the principal business offices of the PBF (PBF) reporting group located?

The Slim Family and Control Empresarial list principal business addresses in Ciudad de Mexico, Mexico, with specific offices on Paseo de las Palmas in the Lomas de Chapultepec area, reflecting their Mexican domicile and organizational base.





69318G106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Stock, $0.001 par value ("Class A Common Shares") issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission ("SEC") on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: Percent beneficially owned is based on approximately 118,308,459 Class A Common Shares issued and outstanding as of April 24, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on April 30, 2026.


SCHEDULE 13G



Carlos Slim Helu
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Carlos Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Marco Antonio Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Patrick Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Maria Soumaya Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Vanessa Paola Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Johanna Monique Slim Domit
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026
Control Empresarial de Capitales, S.A. de C.V.
Signature:Marco Antonio Slim Domit
Name/Title:Marco Antonio Slim Domit/ Attorney-in-Fact*
Date:07/30/2026