VWA
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VSM Wealth Advisory’s Battalion Oil BATL Stock Holding History

VSM Wealth 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 		$66 Hold
50
– – ﹤0.01% 498
2026
Q1 		$195 Buy
+50
New +$338 ﹤0.01% 487

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

VSM Wealth Advisory's BATL Position: Q2 2026 in Review

VSM Wealth Advisory held its Battalion Oil (BATL) position steady in Q2 2026 at 50 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #498.

VSM Wealth Advisory first reported a position in BATL in Q1 2026 and has held it in 2 quarters since. The position peaked at $195 in Q1 2026. 8 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

  • VSM Wealth Advisory held 50 shares of Battalion Oil worth $66 as of Q2 2026.
  • VSM Wealth Advisory left its Battalion Oil share count unchanged in Q2 2026.
  • Battalion Oil made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #498 holding.
  • VSM Wealth Advisory first reported a position in Battalion Oil in Q1 2026 and has held it in 2 quarters since.
  • VSM Wealth Advisory's Battalion Oil position peaked at $195 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.