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
2025 Q3	$299K	Buy
2025 Q2	$246K	Buy
2016 Q4	–	Sell
2016 Q3	$46K	Sell
2016 Q2	$80K	Hold
2016 Q1	$74K	Hold
2015 Q4	$86K	Buy
2015 Q3	$51K	Hold
2015 Q2	$65K	Hold
2015 Q1	$66K	Hold
2014 Q4	$73K	Buy