0001272544-22-000004.txt : 20221027 0001272544-22-000004.hdr.sgml : 20221027 20221027142125 ACCESSION NUMBER: 0001272544-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONTGOMERY INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001272544 IRS NUMBER: 521513769 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10668 FILM NUMBER: 221336706 BUSINESS ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3018979700 MAIL ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001272544 XXXXXXXX 09-30-2022 09-30-2022 MONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BOULEVARD ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-10668 N Elaine Schuler 301-897-9700 Elaine Schuler Rockville MD 10-27-2022 1 134 244028 false 2 0001026013 028-16553 KOONCE CALVIN SCOTT INFORMATION TABLE 2 MIM13F093022.xml ABBOTT LABS COM 002824100 1589 16418 SH DFND 0 10018 0 6400 ABBOTT LABS COM 002824100 232 2400 SH OTR 2 2400 0 0 ABBVIE INC COM 00287Y109 1876 13976 SH DFND 0 8376 0 5600 ABBVIE INC COM 00287Y109 322 2400 SH OTR 2 2400 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 516 4249 SH DFND 0 3563 0 686 AGILENT TECHNOLOGIES INC COM 00846U101 243 2000 SH OTR 2 2000 0 0 AMAZON COM INC COM 023135106 260 2300 SH DFND 0 2300 0 0 ANTERO RESOURCES CORP COM 03674X106 249 8140 SH DFND 0 8140 0 0 ANTERO RESOURCES CORP COM 03674X106 27 900 SH OTR 2 900 0 0 APA CORPORATION COM 03743Q108 270 7906 SH DFND 0 7906 0 0 APPLE INC COM 037833100 8274 59870 SH DFND 0 48630 0 11240 APPLE INC COM 037833100 760 5500 SH OTR 2 5500 0 0 BAKER HUGHES COMPANY CL A 05722G100 296 14100 SH DFND 0 13800 0 300 BAKER HUGHES COMPANY CL A 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MDU RES GROUP INC COM 552690109 1684 61558 SH DFND 0 49808 0 11750 MDU RES GROUP INC COM 552690109 197 7200 SH OTR 2 7200 0 0 MERCK & CO INC COM 58933Y105 4214 48932 SH DFND 0 38932 0 10000 MERCK & CO INC COM 58933Y105 568 6600 SH OTR 2 6600 0 0 MICROSOFT CORP COM 594918104 3541 15205 SH DFND 0 12205 0 3000 MICROSOFT CORP COM 594918104 838 3600 SH OTR 2 3600 0 0 NEXTERA ENERGY INC COM 65339F101 2708 34540 SH DFND 0 23140 0 11400 NORFOLK SOUTHN CORP COM 655844108 372 1775 SH DFND 0 1775 0 0 NOV INC COM 62955J103 204 12595 SH DFND 0 11095 0 1500 NUTRIEN LTD COM 67077M108 258 3100 SH DFND 0 1840 0 1260 NVR INC COM 62944T105 6938 1740 SH DFND 0 740 0 1000 NVR INC COM 62944T105 5741 1440 SH OTR 2 1440 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 1008 4050 SH DFND 0 4050 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 597 2400 SH OTR 2 2400 0 0 ORGANIGRAM HLDGS INC COM 68620P101 12 14000 SH DFND 0 14000 0 0 OVINTIV INC COM 69047Q102 480 10434 SH DFND 0 9834 0 600 OVINTIV INC COM 69047Q102 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