Marshall Wace
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Marshall Wace’s Battalion Oil BATL Stock Holding History

Marshall Wace’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
-63,645
Closed -$248K – 3165
2026
Q1 		$248K Buy
+63,645
New +$430K ﹤0.01% 2708
2024
Q4 		– Sell
-50,149
Closed -$334K – 2579
2024
Q3 		$334K Sell
50,149
-44,651
-47% -$168K ﹤0.01% 2087
2024
Q2 		$317K Hold
94,800
– – ﹤0.01% 2125
2024
Q1 		$537K Buy
94,800
+65,200
+220% +$454K ﹤0.01% 1903
2023
Q4 		$284K Buy
+29,600
New +$187K ﹤0.01% 1900

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

Marshall Wace's BATL Position: Q2 2026 in Review

Marshall Wace sold out of Battalion Oil (BATL) in Q2 2026, closing a stake of 63,645 shares — an estimated $248K sold.

Marshall Wace first reported a position in BATL in Q4 2023 and held it in 5 quarters. The position peaked at $537K in Q1 2024. 42 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Marshall Wace reported no remaining Battalion Oil position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 63,645 Battalion Oil shares in Q2 2026, an estimated $248K.
  • Marshall Wace first reported a position in Battalion Oil in Q4 2023 and held it in 5 quarters.
  • Marshall Wace's Battalion Oil position peaked at $537K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.