Planning Strategies’s Battalion Oil BATL Stock Holding History

Planning Strategies’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	$9.16K	Buy	+8,722	New	+$12K	0.01%	350

Other funds holding BATL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Planning Strategies's BATL Position: Q3 2026 in Review

Planning Strategies opened a new position in Battalion Oil (BATL) in Q3 2026: 8,722 shares worth $9.16K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

13 funds tracked by Wall St. Rank hold BATL as of Q3 2026.

Planning Strategies held 8,722 shares of Battalion Oil worth $9.16K as of Q3 2026.
Battalion Oil was a new Planning Strategies position in Q3 2026.
Battalion Oil made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #350 holding.
13 funds tracked by Wall St. Rank held Battalion Oil as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.