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 Q2	$347K	Buy	3,341 +120	+4%	+$14.2K	0.01%	247
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Klingman & Associates's COP Position: Q2 2026 in Review

Klingman & Associates increased its ConocoPhillips (COP) stake by 3.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 3,341 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #247.

Klingman & Associates first reported a position in COP in Q4 2014 and has held it in 13 quarters since. The position peaked at $425K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Klingman & Associates held 3,341 shares of ConocoPhillips worth $347K as of Q2 2026.
Klingman & Associates bought 120 ConocoPhillips shares in Q2 2026, an estimated $14.2K.
ConocoPhillips made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #247 holding.
Klingman & Associates first reported a position in ConocoPhillips in Q4 2014 and has held it in 13 quarters since.
Klingman & Associates's ConocoPhillips position peaked at $425K in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.