Dimensional Fund Advisors
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Dimensional Fund Advisors’s Battalion Oil BATL Stock Holding History

Dimensional Fund 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 		$19.3K Hold
14,691
– – ﹤0.01% 3214
2026
Q1 		$58.7K Buy
14,691
+2
+0% +$14 ﹤0.01% 3167
2025
Q4 		$16.6K Sell
14,689
-82
-0.6% -$94 ﹤0.01% 3238
2025
Q3 		$17.9K Sell
14,771
-4,633
-24% -$5.68K ﹤0.01% 3270
2025
Q2 		$25.1K Sell
19,404
-2,365
-11% -$3.38K ﹤0.01% 3262
2025
Q1 		$28.3K Sell
21,769
-1,791
-8% -$2.87K ﹤0.01% 3288
2024
Q4 		$40.7K Hold
23,560
– – ﹤0.01% 3306
2024
Q3 		$157K Sell
23,560
-11,015
-32% -$41.3K ﹤0.01% 3197
2024
Q2 		$116K Sell
34,575
-4,157
-11% -$22.2K ﹤0.01% 3234
2024
Q1 		$219K Hold
38,732
– – ﹤0.01% 3178
2023
Q4 		$372K Sell
38,732
-1,202
-3% -$7.57K ﹤0.01% 3092
2023
Q3 		$247K Sell
39,934
-10,071
-20% -$68.2K ﹤0.01% 3182
2023
Q2 		$286K Sell
50,005
-20
-0% -$132 ﹤0.01% 3171
2023
Q1 		$362K Buy
+50,025
New +$465K ﹤0.01% 3092
2022
Q3 		$474K Buy
39,442
+5,360
+16% +$60.4K ﹤0.01% 3055
2022
Q2 		$292K Buy
34,082
+15,570
+84% +$250K ﹤0.01% 3182
2022
Q1 		$358K Buy
+18,512
New +$296K ﹤0.01% 3218

Other funds holding BATL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
URS
Utah Retirement Systems Salt Lake City, Utah $10.5B AUM 42.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Dimensional Fund Advisors's BATL Position: Q2 2026 in Review

Dimensional Fund Advisors held its Battalion Oil (BATL) position steady in Q2 2026 at 14,691 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Dimensional Fund Advisors first reported a position in BATL in Q1 2022 and has held it in 17 quarters since. The position peaked at $474K in Q3 2022. 42 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Dimensional Fund Advisors held 14,691 shares of Battalion Oil worth $19.3K as of Q2 2026.
  • Dimensional Fund Advisors left its Battalion Oil share count unchanged in Q2 2026.
  • Battalion Oil made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3214 holding.
  • Dimensional Fund Advisors first reported a position in Battalion Oil in Q1 2022 and has held it in 17 quarters since.
  • Dimensional Fund Advisors's Battalion Oil position peaked at $474K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.