XCF Global (SAFX) 10% Owner LLC Buys $142M of Stock

Inside EEME Energy SPV I's XCF Global Trade

EEME Energy SPV I, LLC, a 10% owner of XCF Global, Inc. (SAFX), picked up 119,397,857.6 shares of the company on October 16, 2026, according to a Form 4 filing with the SEC. The shares were bought at a price of $1.19 each, bringing the total value of the transaction to about $142.1 million. This large purchase increased the owner's total holdings by 109.04%, leaving the entity with 228,897,417.6 shares following the trade.

Other Institutional Activity in XCF Global

Other institutional investors have adjusted their positions in XCF Global, Inc. recently as well. LPL Financial LLC grew its holdings by 176,208 shares, ending with 352,416 shares worth about $49,443. Jane Street Group, LLC reduced its stake by 542,458 shares, leaving it with 332,051 shares valued at around $46,586. J. Derek Lewis & Associates Inc. grew its holdings by 5,070 shares, or 2.1%, ending with 250,000 shares worth about $35,075.

XCF Global, Inc. Stock Down 70.4%

The stock recently traded around $0.14 as of October 17, 2026, staying about equal to its closing price of $0.14 on the day of the insider trade.

Recent Earnings

XCF Global, Inc. reported trailing-twelve-month revenue of $15,279,292.0 with a basic earnings per share of -$0.43. The company posted a net margin of 0.0% and a return on equity of -246.1%.

Insider Buying and Selling at XCF Global, Inc.

Prior to this purchase, insider Randy Soule, who is a beneficial owner of more than 10% of a class of security, executed four separate sales earlier in the year. On February 25, 2026, Soule sold 2,000,000 shares at $0.17 for $349,400. On March 12, 2026, Soule sold 1,261,830 shares at $0.41 for $518,107. Later, on April 30, 2026, Soule sold 9,000,000 shares at $0.34 for $3,096,000, and on May 15, 2026, Soule sold 5,000,000 shares at $0.41 for $2,037,000.

Analysts Set New Price Targets

Analysts have weighed in on the stock previously. On June 23, 2026, HC Wainwright & Co. initiated coverage on the stock with a Buy rating and a $1.00 price target.

About XCF Global

XCF Global, Inc. manufactures and sells renewable fuels in the United States. Headquartered in Houston, Texas, and founded in 2016, the utility company develops clean fuel production facilities to create sustainable aviation fuels, renewable diesel, and naphtha products, alongside selling environmental credits.

Bottom Line

Investors will want to watch for any future SEC filings from major owners or additional updates from the company regarding its renewable fuel production facilities. Form 4 filings provide a clear window into how large stakeholders manage their capital.