Wells Fargo
BATL icon

Wells Fargo’s Battalion Oil BATL Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-28
Closed -$158 – 6921
2024
Q1 		$158 Hold
28
– – ﹤0.01% 6555
2023
Q4 		$269 Buy
28
+2
+8% +$13 ﹤0.01% 6526
2023
Q3 		$161 Hold
26
– – ﹤0.01% 6636
2023
Q2 		$148 Sell
26
-466
-95% -$3.08K ﹤0.01% 6781
2023
Q1 		$3.23K Buy
+492
New +$4.57K ﹤0.01% 6146
2022
Q4 		– Sell
-52
Closed -$1K – 7466
2022
Q3 		$1K Sell
52
-20
-28% -$225 ﹤0.01% 6273
2022
Q2 		$1K Buy
72
+56
+350% +$899 ﹤0.01% 6461
2022
Q1 		$0 Hold
16
– – ﹤0.01% 7045
2021
Q4 		$0 Sell
16
-123
-88% -$1.31K ﹤0.01% 7205
2021
Q3 		$1K Sell
139
-63
-31% -$706 ﹤0.01% 6654
2021
Q2 		$3K Hold
202
– – ﹤0.01% 6441
2021
Q1 		$2K Hold
202
– – ﹤0.01% 6623
2020
Q4 		$2K Buy
202
+4
+2% +$30 ﹤0.01% 6256
2020
Q3 		$2K Buy
198
+75
+61% +$644 ﹤0.01% 6120
2020
Q2 		$1K Hold
123
– – ﹤0.01% 6152
2020
Q1 		$1K Buy
+123
New +$730 ﹤0.01% 6043

Other funds holding BATL

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

Wells Fargo's BATL Position: Q2 2024 in Review

Wells Fargo sold out of Battalion Oil (BATL) in Q2 2024, closing a stake of 28 shares — an estimated $158 sold.

Wells Fargo first reported a position in BATL in Q1 2020 and held it in 16 quarters. The position peaked at $3.23K in Q1 2023. 37 funds tracked by Wall St. Rank hold BATL as of Q2 2024.

  • Wells Fargo reported no remaining Battalion Oil position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 28 Battalion Oil shares in Q2 2024, an estimated $158.
  • Wells Fargo first reported a position in Battalion Oil in Q1 2020 and held it in 16 quarters.
  • Wells Fargo's Battalion Oil position peaked at $3.23K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.