NYL Investors’s Battalion Oil BATL Stock Holding History

NYL Investors’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	$770	Hold	588	–	–	﹤0.01%	29
2026 Q1	$2.29K	Hold	588	–	–	﹤0.01%	31
2025 Q4	$664	Hold	588	–	–	﹤0.01%	32
2025 Q3	$711	Hold	588	–	–	﹤0.01%	36
2025 Q2	$759	Hold	588	–	–	﹤0.01%	37
2025 Q1	$764	Hold	588	–	–	﹤0.01%	36
2024 Q4	$1.01K	Hold	588	–	–	﹤0.01%	36
2024 Q3	$3.92K	Hold	588	–	–	﹤0.01%	34
2024 Q2	$1.96K	Hold	588	–	–	﹤0.01%	34
2024 Q1	$3.33K	Hold	588	–	–	﹤0.01%	34
2023 Q4	$5.65K	Hold	588	–	–	﹤0.01%	33
2023 Q3	$3.63K	Hold	588	–	–	﹤0.01%	32
2023 Q2	$3.36K	Hold	588	–	–	﹤0.01%	31
2023 Q1	$3.86K	Hold	588	–	–	﹤0.01%	31
2022 Q4	$5.71K	Hold	588	–	–	﹤0.01%	32
2022 Q3	$7K	Hold	588	–	–	﹤0.01%	31
2022 Q2	$5K	Hold	588	–	–	﹤0.01%	32
2022 Q1	$11K	Hold	588	–	–	﹤0.01%	34
2021 Q4	$6K	Hold	588	–	–	﹤0.01%	36
2021 Q3	$6K	Hold	588	–	–	﹤0.01%	34
2021 Q2	$8K	Hold	588	–	–	﹤0.01%	36
2021 Q1	$6K	Hold	588	–	–	﹤0.01%	36
2020 Q4	$5K	Hold	588	–	–	﹤0.01%	29
2020 Q3	$5K	Hold	588	–	–	﹤0.01%	29
2020 Q2	$6K	Hold	588	–	–	﹤0.01%	27
2020 Q1	$3K	Buy	+588	New	+$3.49K	﹤0.01%	26

Other funds holding BATL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

NYL Investors's BATL Position: Q2 2026 in Review

NYL Investors held its Battalion Oil (BATL) position steady in Q2 2026 at 588 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #29.

NYL Investors first reported a position in BATL in Q1 2020 and has held it in 26 quarters since. The position peaked at $11K in Q1 2022. 41 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

NYL Investors held 588 shares of Battalion Oil worth $770 as of Q2 2026.
NYL Investors left its Battalion Oil share count unchanged in Q2 2026.
Battalion Oil made up ﹤0.01% of NYL Investors's portfolio in Q2 2026, its #29 holding.
NYL Investors first reported a position in Battalion Oil in Q1 2020 and has held it in 26 quarters since.
NYL Investors's Battalion Oil position peaked at $11K in Q1 2022.
41 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on NYL Investors's 13F filing for Q2 2026, filed 12 Aug 2026.