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
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
+10,145
+25% +$94.3K ﹤0.01% 3092
2022
Q4 		$414 Buy
39,880
+438
+1% +$5.2K ﹤0.01% 3077
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 $6.56B AUM 42.97% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
URS
Utah Retirement Systems Salt Lake City, Utah $9.78B AUM 28.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors's BATL Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Battalion Oil (BATL) stake by 0.01% in Q1 2026, buying an estimated $14 and bringing the position to 14,691 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

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. 39 funds tracked by Wall St. Rank hold BATL as of Q1 2026.

  • Dimensional Fund Advisors held 14,691 shares of Battalion Oil worth $58.7K as of Q1 2026.
  • Dimensional Fund Advisors bought 2 Battalion Oil shares in Q1 2026, an estimated $14.
  • Battalion Oil made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3167 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.
  • 39 funds tracked by Wall St. Rank held Battalion Oil as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.