David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  ConocoPhillips (COP)
← All COP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 1.08 $62.41–80.24 · VW $69.61i SEC
2018   Q2 92,278 1.08 Reduce 32.98% 0.45 $64.79–74.43 · VW $70.88i $6,424,000 SEC
2018   Q1 137,686 1.36 Reduce 2.44% 0.03 $52.78–71.71 · VW $63.96i $8,163,000 SEC
2017   Q4 141,134 1.23 Reduce 5.37% 0.07 $50.08–61.32 · VW $55.24i $7,747,000 SEC
2017   Q3 149,138 1.23 Reduce 1.54% 0.02 $43.48–54.22 · VW $49.53i $7,464,000 SEC
2017   Q2 151,474 1.14 Reduce 3.66% 0.05 $42.27–46.72 · VW $44.22i $6,659,000 SEC
2017   Q1 157,224 1.38 Reduce 5.32% 0.08 $43.26–50.62 · VW $46.19i $7,841,000 SEC
2016   Q4 166,058 1.41 Add 2.02% 0.03 $46.71–53.17 · VW $49.15i $8,326,000 SEC
2016   Q3 162,778 1.25 Add 0.46% <0.01 $39.00–49.32 · VW $45.61i $7,076,000 SEC
2016   Q2 162,037 1.38 Reduce 1.30% 0.02 $38.80–48.45 · VW $42.77i $7,065,000 SEC
2016   Q1 164,174 1.30 Reduce 27.05% 0.55 $33.34–49.35 · VW $42.16i $6,611,000 SEC
2015   Q4 225,054 2.04 Reduce 27.32% 0.58 $31.05–54.75 · VW $39.88i $10,508,000 SEC
2015   Q3 309,658 2.14 Add 1.69% 0.04 $45.72–57.24 · VW $52.34i $14,851,000 SEC
2015   Q2 304,521 2.35 Add 2.06% 0.05 $41.10–64.47 · VW $51.57i $18,701,000 SEC
2015   Q1 298,364 2.15 Add 1.87% 0.04 $60.57–69.72 · VW $64.66i $18,576,000 SEC
2014   Q4 292,880 2.28 Add 3.23% 0.07 $60.64–71.37 · VW $65.74i $20,226,000 SEC
2014   Q3 283,721 2.53 Reduce 1.15% 0.03 $63.56–81.37 · VW $70.33i $21,710,000 SEC
2014   Q2 287,013 2.80 Reduce 6.99% 0.18 $78.91–87.09 · VW $82.41i $24,606,000 SEC
2014   Q1 308,586 2.60 Add 2.80% 0.07 $65.98–80.54 · VW $75.49i $21,709,000 SEC
2013   Q4 300,189 2.57 Add 1.26% 0.03 $62.74–73.49 · VW $67.58i $21,208,000 SEC
2013   Q3 296,452 2.78 Reduce 3.81% 0.10 $66.51–74.59 · VW $71.30i $20,606,000 SEC
2013   Q2 308,205 2.61 Add 1.69% 0.04 $58.71–67.91 · VW $64.31i $18,646,000 SEC
2013   Q1 303,089 2.70 Reduce 1.00% 0.03 $56.38–64.77 · VW $60.83i $18,216,000 SEC
2012   Q4 306,163 2.92 Reduce 5.08% 0.14 $56.57–62.05 · VW $58.86i $17,754,000 SEC
2012   Q3 322,533 2.76 Reduce 4.89% 0.13 $53.95–58.90 · VW $56.60i $18,442,000 SEC
2012   Q2 339,107 2.74 Reduce 26.21% 0.92 $50.62–57.77 · VW $55.06i $18,949,000 SEC
2012   Q1 459,564 3.49 Reduce 5.97% 0.23 $50.66–59.68 · VW $54.17i $26,629,000 SEC
2011   Q4 488,752 3.89 Reduce 7.49% 0.29 $51.57–59.25 · VW $56.39i $27,150,000 SEC
2011   Q3 528,342 3.80 Reduce 3.02% 0.11 $44.71–56.18 · VW $51.75i $25,503,000 SEC
2011   Q2 544,799 3.65 Add 0.06% <0.01 $46.04–61.08 · VW $53.01i $31,227,000 SEC
2011   Q1 544,458 3.88 Reduce 3.77% 0.14 $53.83–62.36 · VW $57.33i $33,146,000 SEC
2010   Q4 565,793 3.71 Reduce 3.24% 0.12 $46.65–60.68 · VW $55.57i $29,372,000 SEC
2010   Q3 584,748 3.71 Reduce 23.29% 0.86 $40.62–48.23 · VW $44.91i $25,600,000 SEC
2010   Q2 762,304 3.69 Reduce 1.54% 0.05 $36.64–44.24 · VW $40.28i $28,527,000 SEC
2010   Q1 774,215 3.45 Reduce 5.40% 0.19 $36.80–46.14 · VW $40.82i $30,200,000 SEC
2009   Q4 818,370 3.44 Add 0.42% 0.01 $35.55–41.01 · VW $37.72i $31,860,000 SEC
2009   Q3 814,959 3.18 Add 0.23% <0.01 $33.48–41.26 · VW $38.07i $28,056,000 SEC
2009   Q2 813,057 3.50 Add 1.35% 0.05 $29.44–37.13 · VW $33.63i $26,069,000 SEC
2009   Q1 802,196 3.76 Add 0.81% 0.03 $26.01–36.07 · VW $32.34i $23,947,000 SEC
2008   Q4 795,769 4.11 Add 4.41% 0.17 $28.17–43.79 · VW $33.48i $31,423,000 SEC
2008   Q3 762,194 4.18 Reduce 0.67% 0.04 $31.46–61.43 · VW $44.31i $42,561,000 SEC
2008   Q2 767,332 5.85 Reduce 5.21% 0.20 $58.48–73.15 · VW $64.84i $55,213,000 SEC
2008   Q1 809,493 3.86 Reduce 4.55% 0.19 $54.57–72.47 · VW $66.00i $47,028,000 SEC
2007   Q4 848,086 4.14 Reduce 2.70% 0.10 $51.72–68.52 · VW $61.10i $57,087,000 SEC
2007   Q3 871,609 3.85 Reduce 1.30% 0.04 $56.55–68.41 · VW $61.99i $58,318,000 SEC
2007   Q2 883,075 3.41 Add 1.83% 0.06 $56.22–69.25 · VW $62.63i $52,845,000 SEC
2007   Q1 867,166 3.24 Add 176.05% 2.07 $48.66–59.41 · VW $55.70i $45,183,000 SEC
2006   Q4 314,135 1.19 Buy 1.19 $46.95–57.09 · VW $51.28i $17,230,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.06 $44.60–55.27 · VW $49.37i SEC
2005   Q4 21,120 0.06 Reduce 49.84% 0.07 $43.49–50.50 · VW $46.82i $937,000 SEC
2005   Q3 42,108 0.14 Reduce 30.37% 0.05 $43.62–54.49 · VW $48.08i $2,244,000 SEC
2005   Q2 60,474 0.15 Reduce 20.65% 0.03 $41.24–51.26 · VW $47.59i $2,650,000 SEC
2005   Q1 76,215 0.17 Buy 0.17 $36.25–43.07 · VW $40.14i $3,133,000 SEC
Price snapshot:
Current price$112.85
52-week low$83.51
52-week high$134.87