Institutions / Montgomery Investment Management Inc / Activity
Activity — Montgomery Investment Management Inc
57 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Chevron Corp Common stock | $414 | +2 +<0.01% | 43,167 3.05% of portfolio | low |
| Q1 2026 as of | Add | Rayonier Inc Common stock | $371 | +18 +0.08% | 21,531 0.15% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $287 | +1 +0.08% | 1,204 0.12% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $236 | +1 +0.02% | 4,234 0.34% of portfolio | low |
| Q1 2026 as of | Add | Quest Diagnostics Inc Common stock | $196 | +1 +0.02% | 4,219 0.28% of portfolio | low |
| Q1 2026 as of | Add | Weyerhaeuser Co Common stock | $147 | +6 +0.02% | 27,367 0.23% of portfolio | low |
| Q1 2026 as of | Add | Regions Financial Corp Common stock | $131 | +5 +0.06% | 8,893 0.08% of portfolio | low |