EverSource Wealth Advisors’s Battalion Oil BATL Stock Holding History

EverSource 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	$799	Buy	+610	New	+$1.54K	﹤0.01%	4034

Other funds holding BATL

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

EverSource Wealth Advisors's BATL Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Battalion Oil (BATL) in Q2 2026: 610 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #4034 among its holdings.

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

EverSource Wealth Advisors held 610 shares of Battalion Oil worth $799 as of Q2 2026.
Battalion Oil was a new EverSource Wealth Advisors position in Q2 2026.
Battalion Oil made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4034 holding.
8 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

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