Koss-Olinger Consulting’s Energy Services of America ESOA Stock Holding History

Koss-Olinger Consulting’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	$237K	Sell	12,236 -24,877	-67%	-$406K	0.02%	150
2026 Q1	$487K	Sell	37,113 -6,468	-15%	-$76.1K	0.04%	161
2025 Q4	$356K	Sell	43,581 -5,363	-11%	-$51.6K	0.03%	197
2025 Q3	$487K	Hold	48,944	–	–	0.04%	206
2025 Q2	$487K	Sell	48,944 -4,276	-8%	-$41K	0.04%	206
2025 Q1	$503K	Buy	+53,220	New	+$580K	0.04%	198

Other funds holding ESOA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Koss-Olinger Consulting's ESOA Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Energy Services of America (ESOA) stake by 67% in Q2 2026, selling an estimated $406K and leaving 12,236 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #150.

Koss-Olinger Consulting first reported a position in ESOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $503K in Q1 2025. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Koss-Olinger Consulting held 12,236 shares of Energy Services of America worth $237K as of Q2 2026.
Koss-Olinger Consulting sold 24,877 Energy Services of America shares in Q2 2026, an estimated $406K.
Energy Services of America made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #150 holding.
Koss-Olinger Consulting first reported a position in Energy Services of America in Q1 2025 and has held it in 6 quarters since.
Koss-Olinger Consulting's Energy Services of America position peaked at $503K in Q1 2025.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.