PharVision Advisers’s Energy Services of America ESOA Stock Holding History

PharVision Advisers’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 Q1	–	Sell	-37,691	Closed	-$308K	–	278
2025 Q4	$308K	Buy	37,691 +14,056	+59%	+$135K	0.16%	256
2025 Q3	$245K	Sell	23,635 -3,463	-13%	-$34.9K	0.14%	348
2025 Q2	$269K	Buy	27,098 +16,403	+153%	+$157K	0.39%	104
2025 Q1	$101K	Buy	+10,695	New	+$117K	0.14%	247

Other funds holding ESOA

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

HNB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SFO

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PharVision Advisers's ESOA Position: Q1 2026 in Review

PharVision Advisers sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 37,691 shares — an estimated $308K sold.

PharVision Advisers first reported a position in ESOA in Q1 2025 and held it in 4 quarters. The position peaked at $308K in Q4 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

PharVision Advisers reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 37,691 Energy Services of America shares in Q1 2026, an estimated $308K.
PharVision Advisers first reported a position in Energy Services of America in Q1 2025 and held it in 4 quarters.
PharVision Advisers's Energy Services of America position peaked at $308K in Q4 2025.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.