MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Battalion Oil BATL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$263 Hold
250
– – ﹤0.01% 2306
2026
Q2 		$328 Hold
250
– – ﹤0.01% 2324
2026
Q1 		$975 Buy
+250
New +$1.69K ﹤0.01% 2137

Other funds holding BATL

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's BATL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Battalion Oil (BATL) position steady in Q3 2026 at 250 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

MassMutual Private Wealth & Trust first reported a position in BATL in Q1 2026 and has held it in 3 quarters since. The position peaked at $975 in Q1 2026. 18 funds tracked by Wall St. Rank hold BATL as of Q3 2026.

  • MassMutual Private Wealth & Trust held 250 shares of Battalion Oil worth $263 as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Battalion Oil share count unchanged in Q3 2026.
  • Battalion Oil made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2306 holding.
  • MassMutual Private Wealth & Trust first reported a position in Battalion Oil in Q1 2026 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's Battalion Oil position peaked at $975 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Battalion Oil as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.