UBS Group
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UBS Group’s Battalion Oil BATL Stock Holding History

UBS Group’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 		$420K Buy
320,704
+320,654
+641,308% +$807K ﹤0.01% 6351
2026
Q1 		$195 Hold
50
– – ﹤0.01% 10037
2025
Q4 		$57 Hold
50
– – ﹤0.01% 10255
2025
Q3 		$61 Sell
50
-4,232
-99% -$5.18K ﹤0.01% 9994
2025
Q2 		$5.52K Buy
4,282
+1,293
+43% +$1.84K ﹤0.01% 9165
2025
Q1 		$3.89K Buy
2,989
+2,910
+3,684% +$4.67K ﹤0.01% 9172
2024
Q4 		$136 Buy
79
+28
+55% +$137 ﹤0.01% 9612
2024
Q3 		$341 Hold
51
– – ﹤0.01% 8990
2024
Q2 		$170 Hold
51
– – ﹤0.01% 9100
2024
Q1 		$289 Buy
51
+2
+4% +$14 ﹤0.01% 8651
2023
Q4 		$471 Buy
49
+1
+2% +$6 ﹤0.01% 8646
2023
Q3 		$297 Hold
48
– – ﹤0.01% 8608
2023
Q2 		$274 Sell
48
-857
-95% -$5.67K ﹤0.01% 8340
2023
Q1 		$5.95K Buy
905
+353
+64% +$3.28K ﹤0.01% 7975
2022
Q4 		$5.36K Buy
552
+151
+38% +$1.79K ﹤0.01% 9189
2022
Q3 		$5K Sell
401
-971
-71% -$10.9K ﹤0.01% 9165
2022
Q2 		$12K Sell
1,372
-27
-2% -$434 ﹤0.01% 7633
2022
Q1 		$26K Buy
1,399
+707
+102% +$11.3K ﹤0.01% 7130
2021
Q4 		$7K Buy
+692
New +$7.35K ﹤0.01% 9138
2021
Q3 		– Sell
-442
Closed -$6K – 9521
2021
Q2 		$6K Buy
+442
New +$5.54K ﹤0.01% 8427
2021
Q1 		– Sell
-265
Closed -$2K – 8985
2020
Q4 		$2K Buy
+265
New +$1.99K ﹤0.01% 8078
2020
Q3 		– Sell
-318
Closed -$3K – 7971
2020
Q2 		$3K Buy
+318
New +$2.03K ﹤0.01% 7521

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

UBS Group's BATL Position: Q2 2026 in Review

UBS Group increased its Battalion Oil (BATL) stake by 641,308% in Q2 2026, buying an estimated $807K and bringing the position to 320,704 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #6351.

UBS Group first reported a position in BATL in Q2 2020 and has held it in 22 quarters since. 27 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • UBS Group held 320,704 shares of Battalion Oil worth $420K as of Q2 2026.
  • UBS Group bought 320,654 Battalion Oil shares in Q2 2026, an estimated $807K.
  • Battalion Oil made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6351 holding.
  • UBS Group first reported a position in Battalion Oil in Q2 2020 and has held it in 22 quarters since.
  • 27 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.