0001272544-23-000001.txt : 20230131 0001272544-23-000001.hdr.sgml : 20230131 20230131112845 ACCESSION NUMBER: 0001272544-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23570919 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 X0202 13F-HR LIVE false true false 0001272544 XXXXXXXX 12-31-2022 12-31-2022 MONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BOULEVARD ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-10668 000105417 801-30150 N Elaine Schuler 301-897-9700 Elaine Schuler Rockville MD 01-31-2023 1 134 281549414 false 2 0001026013 028-16553 000706385 KOONCE CALVIN SCOTT INFORMATION TABLE 2 MIM13F123122.xml ABBOTT LABS COM 002824100 1799184 16388 SH DFND 0 9988 0 6400 ABBOTT LABS COM 002824100 263496 2400 SH OTR 2 2400 0 0 ABBVIE INC COM 00287Y109 2250177 13924 SH DFND 0 8324 0 5600 ABBVIE INC COM 00287Y109 387864 2400 SH OTR 2 2400 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 635863 4249 SH DFND 0 3563 0 686 AGILENT TECHNOLOGIES INC COM 00846U101 299300 2000 SH OTR 2 2000 0 0 ANTERO RESOURCES CORP COM 03674X106 252259 8140 SH DFND 0 8140 0 0 ANTERO RESOURCES CORP COM 03674X106 27891 900 SH OTR 2 900 0 0 APA CORPORATION COM 03743Q108 367418 7871 SH DFND 0 7871 0 0 APPLE INC COM 037833100 7778909 59870 SH DFND 0 48630 0 11240 APPLE INC COM 037833100 714615 5500 SH OTR 2 5500 0 0 BAKER HUGHES COMPANY CL A 05722G100 416373 14100 SH DFND 0 13800 0 300 BAKER HUGHES 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