BRWA
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B. Riley Wealth Advisors’s Battalion Oil BATL Stock Holding History

B. Riley Wealth Advisors’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.3K Buy
+15,000
New +$37.8K ﹤0.01% 897

Other funds holding BATL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

B. Riley Wealth Advisors's BATL Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Battalion Oil (BATL) in Q2 2026: 15,000 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

4 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • B. Riley Wealth Advisors held 15,000 shares of Battalion Oil worth $21.3K as of Q2 2026.
  • Battalion Oil was a new B. Riley Wealth Advisors position in Q2 2026.
  • Battalion Oil made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #897 holding.
  • 4 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.