Castleview Partners’s Energy Services of America ESOA Stock Holding History

Castleview Partners’s Portfolio ESOA Stock Details ESOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,000	Closed	-$25.5K	–	291
2024 Q4	$25.5K	Hold	2,000	–	–	0.01%	435
2024 Q3	$19K	Hold	2,000	–	–	0.01%	452
2024 Q2	$14.3K	Hold	2,000	–	–	0.01%	473
2024 Q1	$16.5K	Hold	2,000	–	–	0.01%	485
2023 Q4	$12K	Hold	2,000	–	–	0.01%	500
2023 Q3	$8.09K	Hold	2,000	–	–	0.01%	440
2023 Q2	$5.8K	Hold	2,000	–	–	0.01%	493
2023 Q1	$4.58K	Hold	2,000	–	–	﹤0.01%	505
2022 Q4	$5.15K	Hold	2,000	–	–	0.01%	446
2022 Q3	$6K	Sell	2,000 -4,000	-67%	-$10.5K	0.01%	434
2022 Q2	$146K	Buy	6,000 +4,000	+200%	+$9.86K	0.12%	175
2022 Q1	$5K	Buy	+2,000	New	+$6.36K	﹤0.01%	564

Other funds holding ESOA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Castleview Partners's ESOA Position: Q1 2025 in Review

Castleview Partners sold out of Energy Services of America (ESOA) in Q1 2025, closing a stake of 2,000 shares — an estimated $25.5K sold.

Castleview Partners first reported a position in ESOA in Q1 2022 and held it in 12 quarters. The position peaked at $146K in Q2 2022. 74 funds tracked by Wall St. Rank hold ESOA as of Q1 2025.

Castleview Partners reported no remaining Energy Services of America position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 2,000 Energy Services of America shares in Q1 2025, an estimated $25.5K.
Castleview Partners first reported a position in Energy Services of America in Q1 2022 and held it in 12 quarters.
Castleview Partners's Energy Services of America position peaked at $146K in Q2 2022.
74 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.