Aufman Associates’s ConocoPhillips COP Stock Holding History

Aufman Associates’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$317K	Hold	2,400	–	–	0.16%	42
2025 Q4	$225K	Hold	2,400	–	–	0.12%	58
2025 Q3	$227K	Hold	2,400	–	–	0.13%	59
2025 Q2	$215K	Hold	2,400	–	–	0.13%	59
2025 Q1	$252K	Hold	2,400	–	–	0.17%	50
2024 Q4	$238K	Sell	2,400 -306	-11%	-$32.5K	0.16%	52
2024 Q3	$285K	Hold	2,706	–	–	0.18%	49
2024 Q2	$310K	Sell	2,706 -112	-4%	-$13.6K	0.22%	32
2024 Q1	$359K	Sell	2,818 -276	-9%	-$31.5K	0.25%	29
2023 Q4	$359K	Sell	3,094 -201	-6%	-$23.5K	0.27%	27
2023 Q3	$395K	Hold	3,295	–	–	0.33%	24
2023 Q2	$341K	Sell	3,295 -195	-6%	-$20K	0.28%	27
2023 Q1	$346K	Sell	3,490 -285	-8%	-$31.2K	0.29%	29
2022 Q4	$445K	Sell	3,775 -150	-4%	-$18.2K	0.41%	20
2022 Q3	$402K	Hold	3,925	–	–	0.42%	22
2022 Q2	$353K	Sell	3,925 -545	-12%	-$56.2K	0.34%	24
2022 Q1	$447K	Sell	4,470 -464	-9%	-$42.7K	0.35%	24
2021 Q4	$356K	Hold	4,934	–	–	0.26%	30
2021 Q3	$334K	Hold	4,934	–	–	0.27%	28
2021 Q2	$300K	Sell	4,934 -100	-2%	-$5.57K	0.23%	33
2021 Q1	$267K	Hold	5,034	–	–	0.22%	32
2020 Q4	$201K	Buy	+5,034	New	+$186K	0.18%	43
2020 Q3	–	Sell	-5,349	Closed	-$225K	–	39
2020 Q2	$225K	Buy	+5,349	New	+$216K	0.26%	34
2020 Q1	–	Sell	-5,349	Closed	-$348K	–	36
2019 Q4	$348K	Buy	+5,349	New	+$315K	0.36%	27

Other funds holding COP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aufman Associates's COP Position: Q1 2026 in Review

Aufman Associates held its ConocoPhillips (COP) position steady in Q1 2026 at 2,400 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #42.

Aufman Associates first reported a position in COP in Q4 2019 and has held it in 24 quarters since. The position peaked at $447K in Q1 2022. 2,561 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Aufman Associates held 2,400 shares of ConocoPhillips worth $317K as of Q1 2026.
Aufman Associates left its ConocoPhillips share count unchanged in Q1 2026.
ConocoPhillips made up 0.16% of Aufman Associates's portfolio in Q1 2026, its #42 holding.
Aufman Associates first reported a position in ConocoPhillips in Q4 2019 and has held it in 24 quarters since.
Aufman Associates's ConocoPhillips position peaked at $447K in Q1 2022.
2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.