MONTGOMERY INVESTMENT MANAGEMENT INC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MONTGOMERY INVESTMENT MANAGEMENT INC opened 6 positions, added to 17, reduced 23, sold out of 1 and left 55 unchanged. The largest increase in value was URI (+$13,759,350); the largest decrease was COP (-$2,679,679).
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 2,900; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1272544): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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