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Crown Wealth Group’s Energy Services of America ESOA Stock Holding History

Crown Wealth Group’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
2026
Q2 		$309K Hold
15,991
– – 0.08% 110
2026
Q1 		$210K Hold
15,991
– – 0.06% 139
2025
Q4 		$131K Hold
15,991
– – 0.04% 142
2025
Q3 		$166K Hold
15,991
– – 0.05% 125
2025
Q2 		$159K Hold
15,991
– – 0.06% 116
2025
Q1 		$151K Hold
15,991
– – 0.08% 106
2024
Q4 		$202K Hold
15,991
– – 0.08% 111
2024
Q3 		$152K Hold
15,991
– – 0.07% 114
2024
Q2 		$114K Hold
15,991
– – 0.06% 105
2024
Q1 		$132K Hold
15,991
– – 0.07% 107
2023
Q4 		$95.6K Hold
15,991
– – 0.06% 96
2023
Q3 		$64.7K Hold
15,991
– – 0.05% 69
2023
Q2 		$46.4K Buy
+15,991
New +$36.3K 0.04% 66

Other funds holding ESOA

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Crown Wealth Group's ESOA Position: Q2 2026 in Review

Crown Wealth Group held its Energy Services of America (ESOA) position steady in Q2 2026 at 15,991 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #110.

Crown Wealth Group first reported a position in ESOA in Q2 2023 and has held it in 13 quarters since. 21 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Crown Wealth Group held 15,991 shares of Energy Services of America worth $309K as of Q2 2026.
  • Crown Wealth Group left its Energy Services of America share count unchanged in Q2 2026.
  • Energy Services of America made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #110 holding.
  • Crown Wealth Group first reported a position in Energy Services of America in Q2 2023 and has held it in 13 quarters since.
  • 21 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.