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Kerr Financial Planning’s Battalion Oil BATL Stock Holding History

Kerr Financial Planning’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 		$21 Buy
16
+6
+60% +$15 ﹤0.01% 536
2026
Q1 		$38 Buy
+10
New +$68 ﹤0.01% 516

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 $103B AUM 28.65% 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

Kerr Financial Planning's BATL Position: Q2 2026 in Review

Kerr Financial Planning increased its Battalion Oil (BATL) stake by 60% in Q2 2026, buying an estimated $15 and bringing the position to 16 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Kerr Financial Planning first reported a position in BATL in Q1 2026 and has held it in 2 quarters since. The position peaked at $38 in Q1 2026. 41 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Kerr Financial Planning held 16 shares of Battalion Oil worth $21 as of Q2 2026.
  • Kerr Financial Planning bought 6 Battalion Oil shares in Q2 2026, an estimated $15.
  • Battalion Oil made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #536 holding.
  • Kerr Financial Planning first reported a position in Battalion Oil in Q1 2026 and has held it in 2 quarters since.
  • Kerr Financial Planning's Battalion Oil position peaked at $38 in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.