JDLA
SAFX

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
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

J. Derek Lewis & Associates's SAFX Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its XCF Global Inc (SAFX) stake by 2.1% in Q2 2026, buying an estimated $2.29K and bringing the position to 250,000 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #202.

J. Derek Lewis & Associates first reported a position in SAFX in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • J. Derek Lewis & Associates held 250,000 shares of XCF Global Inc worth $110K as of Q2 2026.
  • J. Derek Lewis & Associates bought 5,060 XCF Global Inc shares in Q2 2026, an estimated $2.29K.
  • XCF Global Inc made up 0.02% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #202 holding.
  • J. Derek Lewis & Associates first reported a position in XCF Global Inc in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.