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 Q3	$178K	Hold	15,991	–	–	0.04%	146
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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Crown Wealth Group's ESOA Position: Q3 2026 in Review

Crown Wealth Group held its Energy Services of America (ESOA) position steady in Q3 2026 at 15,991 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #146.

Crown Wealth Group first reported a position in ESOA in Q2 2023 and has held it in 14 quarters since. The position peaked at $309K in Q2 2026. 23 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

Crown Wealth Group held 15,991 shares of Energy Services of America worth $178K as of Q3 2026.
Crown Wealth Group left its Energy Services of America share count unchanged in Q3 2026.
Energy Services of America made up 0.04% of Crown Wealth Group's portfolio in Q3 2026, its #146 holding.
Crown Wealth Group first reported a position in Energy Services of America in Q2 2023 and has held it in 14 quarters since.
Crown Wealth Group's Energy Services of America position peaked at $309K in Q2 2026.
23 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.