Fidelity Investments
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Fidelity Investments’s Battalion Oil BATL Stock Holding History

Fidelity Investments’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 		– Sell
-48
Closed -$186 – 5578
2026
Q1 		$186 Buy
+48
New +$324 ﹤0.01% 5232
2024
Q1 		– Sell
-2
Closed -$21 – 5361
2023
Q4 		$21 Sell
2
-90
-98% -$567 ﹤0.01% 5194
2023
Q3 		$569 Sell
92
-67
-42% -$454 ﹤0.01% 4702
2023
Q2 		$908 Sell
159
-861
-84% -$5.69K ﹤0.01% 4723
2023
Q1 		$6.7K Buy
1,020
+248
+32% +$2.31K ﹤0.01% 4286
2022
Q4 		$7.5K Sell
772
-61
-7% -$724 ﹤0.01% 4116
2022
Q3 		$10K Buy
833
+832
+83,200% +$9.37K ﹤0.01% 4075
2022
Q2 		$0 Buy
+1
New +$16 ﹤0.01% 4905
2022
Q1 		– Sell
-2
Closed – – 4946
2021
Q4 		$0 Buy
+2
New +$21 ﹤0.01% 4322

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

Fidelity Investments's BATL Position: Q2 2026 in Review

Fidelity Investments sold out of Battalion Oil (BATL) in Q2 2026, closing a stake of 48 shares — an estimated $186 sold.

Fidelity Investments first reported a position in BATL in Q4 2021 and held it in 9 quarters. The position peaked at $10K in Q3 2022. 42 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Fidelity Investments reported no remaining Battalion Oil position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 48 Battalion Oil shares in Q2 2026, an estimated $186.
  • Fidelity Investments first reported a position in Battalion Oil in Q4 2021 and held it in 9 quarters.
  • Fidelity Investments's Battalion Oil position peaked at $10K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.