Morgan Stanley
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Morgan Stanley’s Battalion Oil BATL Stock Holding History

Morgan Stanley’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 		$794 Sell
606
-50
-8% -$126 ﹤0.01% 7542
2026
Q1 		$2.56K Sell
656
-131,241
-100% -$887K ﹤0.01% 7280
2025
Q4 		$149K Hold
131,897
– – ﹤0.01% 6041
2025
Q3 		$160K Hold
131,897
– – ﹤0.01% 5973
2025
Q2 		$170K Sell
131,897
-63
-0% -$90 ﹤0.01% 5913
2025
Q1 		$172K Hold
131,960
– – ﹤0.01% 5799
2024
Q4 		$227K Sell
131,960
-5
-0% -$24 ﹤0.01% 5740
2024
Q3 		$880K Sell
131,965
-36
-0% -$135 ﹤0.01% 5116
2024
Q2 		$441K Sell
132,001
-1
-0% -$5 ﹤0.01% 5347
2024
Q1 		$747K Sell
132,002
-132,000
-50% -$919K ﹤0.01% 5123
2023
Q4 		$2.54M Buy
264,002
+131,773
+100% +$830K ﹤0.01% 4789
2023
Q3 		$817K Sell
132,229
-134
-0.1% -$908 ﹤0.01% 4914
2023
Q2 		$756K Sell
132,363
-849
-0.6% -$5.61K ﹤0.01% 5003
2023
Q1 		$875K Buy
133,212
+961
+0.7% +$8.93K ﹤0.01% 4936
2022
Q4 		$1.28M Sell
132,251
-243
-0.2% -$2.89K ﹤0.01% 4725
2022
Q3 		$1.58M Sell
132,494
-2,468
-2% -$27.8K ﹤0.01% 4593
2022
Q2 		$1.15M Buy
134,962
+1,636
+1% +$26.3K ﹤0.01% 4925
2022
Q1 		$2.48M Buy
133,326
+258
+0.2% +$4.12K ﹤0.01% 4358
2021
Q4 		$1.3M Hold
133,068
– – ﹤0.01% 4890
2021
Q3 		$1.29M Sell
133,068
-450
-0.3% -$5.05K ﹤0.01% 4883
2021
Q2 		$1.79M Sell
133,518
-531
-0.4% -$6.65K ﹤0.01% 4716
2021
Q1 		$1.46M Buy
134,049
+2,023
+2% +$20.5K ﹤0.01% 4491
2020
Q4 		$1.1M Sell
132,026
-122
-0.1% -$916 ﹤0.01% 4610
2020
Q3 		$1.04M Sell
132,148
-271
-0.2% -$2.33K ﹤0.01% 4187
2020
Q2 		$1.26M Buy
132,419
+398
+0.3% +$2.54K ﹤0.01% 3989
2020
Q1 		$617K Buy
+132,021
New +$784K ﹤0.01% 4259

Other funds holding BATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Morgan Stanley's BATL Position: Q2 2026 in Review

Morgan Stanley reduced its Battalion Oil (BATL) stake by 7.6% in Q2 2026, selling an estimated $126 and leaving 606 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #7542.

Morgan Stanley first reported a position in BATL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.54M in Q4 2023. 27 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Morgan Stanley held 606 shares of Battalion Oil worth $794 as of Q2 2026.
  • Morgan Stanley sold 50 Battalion Oil shares in Q2 2026, an estimated $126.
  • Battalion Oil made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7542 holding.
  • Morgan Stanley first reported a position in Battalion Oil in Q1 2020 and has held it in 26 quarters since.
  • Morgan Stanley's Battalion Oil position peaked at $2.54M in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.