BWL
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Bogart Wealth LLC’s Battalion Oil BATL Stock Holding History

Bogart Wealth LLC’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 		$565 Buy
+431
New +$1.08K ﹤0.01% 1757

Other funds holding BATL

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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

Bogart Wealth LLC's BATL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Battalion Oil (BATL) in Q2 2026: 431 shares worth $565. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

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

  • Bogart Wealth LLC held 431 shares of Battalion Oil worth $565 as of Q2 2026.
  • Battalion Oil was a new Bogart Wealth LLC position in Q2 2026.
  • Battalion Oil made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1757 holding.
  • 8 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.