SBI Securities’s Battalion Oil BATL Stock Holding History

SBI Securities’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	$33	Buy	+25	New	+$63	﹤0.01%	3757
2025 Q3	–	Sell	-9	Closed	-$12	–	4196
2025 Q2	$12	Hold	9	–	–	﹤0.01%	3980
2025 Q1	$12	Sell	9 -10	-53%	-$16	﹤0.01%	3935
2024 Q4	$33	Buy	+19	New	+$93	﹤0.01%	3722

Other funds holding BATL

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

SBI Securities's BATL Position: Q2 2026 in Review

SBI Securities opened a new position in Battalion Oil (BATL) in Q2 2026: 25 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #3757 among its holdings. This is a return to the name: SBI Securities previously reported a position in BATL as recently as Q2 2025.

SBI Securities first reported a position in BATL in Q4 2024 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

SBI Securities held 25 shares of Battalion Oil worth $33 as of Q2 2026.
Battalion Oil was a new SBI Securities position in Q2 2026.
Battalion Oil made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3757 holding.
SBI Securities first reported a position in Battalion Oil in Q4 2024 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.