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Steward Partners Investment Advisory’s Battalion Oil BATL Stock Holding History

Steward Partners Investment Advisory’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 		$13 Hold
10
– – ﹤0.01% 4621
2026
Q1 		$39 Hold
10
– – ﹤0.01% 4370
2025
Q4 		$11 Hold
10
– – ﹤0.01% 4283
2025
Q3 		$12 Sell
10
-18
-64% -$22 ﹤0.01% 4241
2025
Q2 		$36 Hold
28
– – ﹤0.01% 4072
2025
Q1 		$36 Buy
28
+18
+180% +$29 ﹤0.01% 3966
2024
Q4 		$17 Hold
10
– – ﹤0.01% 3954
2024
Q3 		$67 Hold
10
– – ﹤0.01% 3681
2024
Q2 		$33 Hold
10
– – ﹤0.01% 3585
2024
Q1 		$57 Hold
10
– – ﹤0.01% 3517
2023
Q4 		$96 Hold
10
– – ﹤0.01% 3441
2023
Q3 		$62 Hold
10
– – ﹤0.01% 3331
2023
Q2 		$57 Hold
10
– – ﹤0.01% 3280
2023
Q1 		$66 Sell
10
-1
-9% -$9 ﹤0.01% 3265
2022
Q4 		$107 Hold
11
– – ﹤0.01% 3291
2022
Q3 		$0 Hold
11
– – ﹤0.01% 3230
2022
Q2 		$0 Hold
11
– – ﹤0.01% 3242
2022
Q1 		$0 Hold
11
– – ﹤0.01% 3282
2021
Q4 		$0 Hold
11
– – ﹤0.01% 3184
2021
Q3 		$0 Hold
11
– – ﹤0.01% 3168
2021
Q2 		$0 Hold
11
– – ﹤0.01% 7103
2021
Q1 		$120 Hold
11
– – ﹤0.01% 3382
2020
Q4 		$0 Hold
11
– – ﹤0.01% 2872
2020
Q3 		$0 Hold
11
– – ﹤0.01% 2734
2020
Q2 		$0 Hold
11
– – ﹤0.01% 2657
2020
Q1 		$0 Buy
+11
New +$65 ﹤0.01% 2489

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

Steward Partners Investment Advisory's BATL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Battalion Oil (BATL) position steady in Q2 2026 at 10 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #4621.

Steward Partners Investment Advisory first reported a position in BATL in Q1 2020 and has held it in 26 quarters since. The position peaked at $120 in Q1 2021. 27 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • Steward Partners Investment Advisory held 10 shares of Battalion Oil worth $13 as of Q2 2026.
  • Steward Partners Investment Advisory left its Battalion Oil share count unchanged in Q2 2026.
  • Battalion Oil made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4621 holding.
  • Steward Partners Investment Advisory first reported a position in Battalion Oil in Q1 2020 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Battalion Oil position peaked at $120 in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.