Klingman & Associates’s ConocoPhillips COP Stock Holding History

Klingman & 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	$425K	Buy	3,221 +172	+6%	+$19K	0.02%	210
2025 Q4	$285K	Sell	3,049 -110	-3%	-$9.95K	0.01%	262
2025 Q3	$299K	Buy	3,159 +421	+15%	+$39.8K	0.02%	254
2025 Q2	$246K	Buy	+2,738	New	+$246K	0.01%	275
2016 Q4	–	Sell	-1,066	Closed	-$46K	–	143
2016 Q3	$46K	Sell	1,066 -778	-42%	-$32.3K	0.01%	189
2016 Q2	$80K	Hold	1,844	–	–	0.03%	155
2016 Q1	$74K	Hold	1,844	–	–	0.03%	162
2015 Q4	$86K	Buy	1,844 +778	+73%	+$40.7K	0.03%	175
2015 Q3	$51K	Hold	1,066	–	–	0.02%	206
2015 Q2	$65K	Hold	1,066	–	–	0.03%	168
2015 Q1	$66K	Hold	1,066	–	–	0.03%	157
2014 Q4	$73K	Buy	+1,066	New	+$74.4K	0.03%	151

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

Klingman & Associates's COP Position: Q1 2026 in Review

Klingman & Associates increased its ConocoPhillips (COP) stake by 5.6% in Q1 2026, buying an estimated $19K and bringing the position to 3,221 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #210.

Klingman & Associates first reported a position in COP in Q4 2014 and has held it in 12 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Klingman & Associates held 3,221 shares of ConocoPhillips worth $425K as of Q1 2026.
Klingman & Associates bought 172 ConocoPhillips shares in Q1 2026, an estimated $19K.
ConocoPhillips made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #210 holding.
Klingman & Associates first reported a position in ConocoPhillips in Q4 2014 and has held it in 12 quarters since.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.