Pinnacle Associates’s Battalion Oil BATL Stock Holding History

Pinnacle Associates’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
2025 Q2	–	Sell	-10,000	Closed	-$13K	–	847
2025 Q1	$13K	Buy	+10,000	New	+$16K	﹤0.01%	822

Other funds holding BATL

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LIA

LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Associates's BATL Position: Q2 2025 in Review

Pinnacle Associates sold out of Battalion Oil (BATL) in Q2 2025, closing a stake of 10,000 shares — an estimated $13K sold.

Pinnacle Associates first reported a position in BATL in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 28 funds tracked by Wall St. Rank hold BATL as of Q2 2025.

Pinnacle Associates reported no remaining Battalion Oil position as of Q2 2025 after selling out during the quarter.
Pinnacle Associates sold 10,000 Battalion Oil shares in Q2 2025, an estimated $13K.
Pinnacle Associates first reported a position in Battalion Oil in Q1 2025 and held it in 1 quarter.
Pinnacle Associates's Battalion Oil position peaked at $13K in Q1 2025.
28 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2025.

Based on Pinnacle Associates's 13F filing for Q2 2025, filed 4 Aug 2025.