J. Derek Lewis & Associates
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J. Derek Lewis & Associates’s XCF Global Inc SAFX Stock Holding History

J. Derek Lewis & Associates’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.3K Sell
130,000
-120,000
-48% -$49.8K 0.01% 229
2026
Q2 		$110K Buy
250,000
+5,060
+2% +$2.29K 0.02% 202
2026
Q1 		$89.5K Buy
244,940
+10,000
+4% +$2.35K 0.02% 192
2025
Q4 		$64.1K Buy
+234,940
New +$183K 0.02% 200

Other funds holding SAFX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

J. Derek Lewis & Associates's SAFX Position: Q3 2026 in Review

J. Derek Lewis & Associates reduced its XCF Global Inc (SAFX) stake by 48% in Q3 2026, selling an estimated $49.8K and leaving 130,000 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #229.

J. Derek Lewis & Associates first reported a position in SAFX in Q4 2025 and has held it in 4 quarters since. The position peaked at $110K in Q2 2026. 27 funds tracked by Wall St. Rank hold SAFX as of Q3 2026.

  • J. Derek Lewis & Associates held 130,000 shares of XCF Global Inc worth $44.3K as of Q3 2026.
  • J. Derek Lewis & Associates sold 120,000 XCF Global Inc shares in Q3 2026, an estimated $49.8K.
  • XCF Global Inc made up 0.01% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #229 holding.
  • J. Derek Lewis & Associates first reported a position in XCF Global Inc in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's XCF Global Inc position peaked at $110K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held XCF Global Inc as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.