XCF GLOBAL INC SAFX
COM CL A · Common Stock · CUSIP 98400U103
- SectorMaterials
- IndustryIndustrial Organic Chemicals
- HeadquartersHouston, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38 this quarter). Holder counts are more reliable. Shares outstanding: 410.8m as of 2026-08-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.44.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 19 |
| Q3 2025 | 40 |
| Q4 2025 | 58 |
| Q1 2026 | 58 |
| Q2 2026 | 54 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 35 | 9 |
| Q4 2025 | 39 | 11 |
| Q1 2026 | 30 | 19 |
| Q2 2026 | 27 | 38 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +3.1m |
| MORGAN STANLEY | Added | +372.8k |
| LPL Financial LLC | New | +352.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +179.4k |
| HSBC HOLDINGS PLC | New | +128.7k |
| TUDOR INVESTMENT CORP ET AL | New | +115.9k |
| Larson Financial Group LLC | New | +115.0k |
| BARCLAYS PLC | Added | +68.7k |
| TWO SIGMA SECURITIES, LLC | New | +68.1k |
| Vanguard Personalized Indexing Management, LLC | New | +53.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -2.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.4m |
| UBS Group AG | Reduced | -708.1k |
| VANGUARD FIDUCIARY TRUST CO | Reduced | -603.9k |
| JANE STREET GROUP, LLC | Reduced | -542.4k |
| NORTHERN TRUST CORP | Reduced | -409.3k |
| STATE STREET CORP | Reduced | -297.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -278.7k |
| DEUTSCHE BANK AG\ | Sold out | -189.6k |
| Simplify Asset Management Inc. | Sold out | -188.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
EEME Energy SPV I, LLC
13D · may seek influence
no change · filed 2026-10-26
Stated purposeEEME is seeking financing proposals for XCF in the aggregate amount of $200 million in order to recapitalize XCF and possible reduce other debt on XCF's balance sheet and possibly assist in its recently proposed pending acquisitions. Proposed term sheets for this financing have been submitted to XCF. The acceptance of any such proposal is in the discretion of XCF's Board of Directors and management. The closing of an such financing will be subject to acceptable terms and conditions of such proposal by both parties. While EEME desires for any such proposal to benefit XCF and its shareholders at large, it is possible that the lender(s) or investor(s) extending any such proposal could acquire some or all of EEME's shares in XCF in the future. EEME recognizes that foreign markets are valu… Full filing |
45.3% |
SOULE RANDY
13D · may seek influence
-4.4 pts · filed 2026-05-22
Stated purposeOther than as set forth above, the Reporting Persons do not intend to take any of the actions described in subsections (a) through (j) of Item 4 of Schedule 13D at this time; however, they reserve the right to do so. The Reporting Persons may purchase and sell common stock of XCF in their sole discretion and at such times as they deem convenient, subject to applicable law. Full filing |
21.8% |
GL Part SPV II, LLC
13D · may seek influence
new · filed 2026-09-15
Stated purposeGL II has the right to acquire warrants to purchase up to $99,000,000 of additional shares of XCF Class A Common Stock until December 31, 2026. The price for each warrant is set forth in the Warrant Purchase Agreement entered into between GL II and XCF on July 16, 2026. Each warrant is exercisable on a paid or cashless basis at $2.50 per share. The Reporting Persons may purchase and sell common stock of XCF in their sole discretion and at such times as they deem convenient, subject to applicable law. Full filing |
6.7% |
Fell to 5% or below in the last year: Brown Stone Capital Ltd (4.7%, 2026-09-30)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-15 | SOULE RANDY 10% owner · Member of Encore DEC, LLC | Sold | $2.0m5.0m shares |
| 2026-04-30 | SOULE RANDY 10% owner · Member of Encore DEC, LLC | Sold | $3.1m9.0m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.5m $2.0m | Added +3.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 747.6k $330.4k | Reduced -1.4m |
| UBS Group AG 0.00% of their portfolio | 742.5k $327.4k | Reduced -708.1k |
| STATE STREET CORP 0.00% of their portfolio | 673.5k $297.3k | Reduced -297.3k |
| BlackRock, Inc. 0.00% of their portfolio | 467.9k $206.5k | Reduced -2.0m |
| MORGAN STANLEY 0.00% of their portfolio | 396.5k $175.0k | Added +372.8k |
| LPL Financial LLC 0.00% of their portfolio | 352.4k $155.6k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 332.1k $146.6k | Reduced -542.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 314.0k $138.6k | Reduced -34.7k |
| J. Derek Lewis & Associates Inc. 0.02% of their portfolio | 250.0k $110.3k | Added +5.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 201.2k $88.8k | Added +37.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 195.2k $86.2k | Added +179.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 128.7k $54.4k | New |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 115.9k $51.2k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 115.0k $50.8k | New |
| Callan Family Office, LLC 0.00% of their portfolio | 109.7k $48.4k | Reduced -34.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 87.7k $38.7k | Added +41.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 86.1k $38.0k | Reduced -603.9k |
| BARCLAYS PLC 0.00% of their portfolio | 84.1k $37.1k | Added +68.7k |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 68.1k $30.1k | New |
| FMR LLC 0.00% of their portfolio | 55.9k $24.7k | Added +6.5k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 53.2k $23.5k | New |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 43.8k $19.3k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 32.3k $14.2k | New |
| Abel Hall, LLC 0.00% of their portfolio | 32.2k $14.2k | Added +4.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 29.5k $12.3k | Reduced -21.9k |
| Mariner, LLC 0.00% of their portfolio | 29.3k $12.9k | Reduced -3.4k |
| State of Wyoming 0.00% of their portfolio | 28.2k $12.4k | New |
| XTX Topco Ltd 0.00% of their portfolio | 28.1k $12.4k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 26.8k $11.8k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 25.4k $11.2k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 20.9k $9.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 20.5k $9.1k | Reduced -98.4k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 16.2k $7.1k | Reduced -20.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 15.4k $6.8k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 15.0k $6.6k | Reduced -179 |
| Entruity Wealth, LLC 0.00% of their portfolio | 12.6k $5.6k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.0k $5.3k | Reduced -48.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 11.9k $5.2k | Reduced -409.3k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 10.9k $4.8k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.8k $3.9k | Reduced -8.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.3k $4.0k | Added +1.3k |
| GAMMA Investing LLC 0.00% of their portfolio | 1.1k $465 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.0k $441 | Reduced -29.7k |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 312 $137 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 161 $70 | New |
| Essential Investment Partners LLC 0.00% of their portfolio | 125 $55 | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 95 $42 | Added +68 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 65 $28 | Reduced -12 |
| True Wealth Design, LLC 0.00% of their portfolio | 20 $9 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 17 $6 | Unchanged |
| Essential Partners LLC 0.00% of their portfolio | 15 $7 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 10 $4 | Reduced -4 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 3 $1 | Unchanged |