Montgomery Investment Management Inc Sells in Q2 2025

Montgomery Investment Management Inc

  • $247 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
-2K
- 2.1%
$82.66 - $106.1 $165K - $212K
93.3K $8.38M
CVX
Chevron Corp

Energy
-3K
- 6.49%
$133.73 - $168.51 $401K - $505K
43.2K $6.18M
FANG
Diamondback Energy, Inc.

Energy
-2.5K
- 5.35%
$119.25 - $161.49 $298K - $404K
44.2K $6.07M
AAPL
Apple Inc.

Technology
-1.97K
- 3.78%
$172.42 - $223.89 $339K - $440K
50K $10.3M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-11.4K
- 24.91%
$47.34 - $67.22 $537K - $763K
34.2K $1.76M
GIS
General Mills Inc

Consumer Defensive
-400
- 0.36%
$50.37 - $60.97 $20.1K - $24.4K
110K $5.7M
MRK
Merck & Co., Inc.

Healthcare
-1.5K
- 3.27%
$73.47 - $87.12 $110K - $131K
44.3K $3.51M
LEN
Lennar Corp

Consumer Cyclical
-850
- 1.24%
$102.76 - $115.66 $87.3K - $98.3K
67.6K $7.48M
NVR
Nvr Inc

Consumer Cyclical
-80
- 5.2%
$6700.0 - $7410.93 $536K - $593K
1.46K $10.8M
PSX
Phillips 66

Energy
-1.5K
- 3.7%
$92.87 - $125.73 $139K - $188K
39K $4.65M
NEE
Nextera Energy Inc

Utilities
-1.6K
- 5.74%
$64.11 - $75.0 $103K - $120K
26.3K $1.82M
ABT
Abbott Laboratories

Healthcare
-1.5K
- 9.22%
$123.95 - $138.08 $186K - $207K
14.8K $2.01M
UNP
Union Pacific Corp

Industrials
-500
- 35.71%
$208.27 - $238.46 $104K - $119K
900 $207K
SU
Suncor Energy Inc

Energy
-800
- 1.4%
$31.54 - $41.04 $25.2K - $32.8K
56.3K $2.11M
WY
Weyerhaeuser CO

Real Estate
-45
- 0.16%
$24.69 - $29.48 $1.11K - $1.33K
27.9K $715K
PFE
Pfizer Inc

Healthcare
-800
- 4.32%
$21.59 - $24.84 $17.3K - $19.9K
17.7K $429K
CRWD
Crowd Strike Holdings, Inc.

Technology
-404
- 35.91%
$321.63 - $509.31 $130K - $206K
721 $367K
LENB
Lennar Corporation Cl B
-4.6K
- 7.46%
N/A
57.1K $0
Knife River Corp
-750
- 5.7%
N/A
12.4K $0
Labcorp Holdings Inc
-700
- 12.7%
N/A
4.81K $0
Millrose Pptys Inc
-12K
- 20.22%
N/A
47.5K $0
SNV
Synovus Financial Corp

Financial Services
-5K
- 9.62%
$38.27 - $51.75 $191K - $259K
47K $2.43M
VLO
Valero Energy Corp

Energy
-300
- 1.0%
$104.69 - $141.77 $31.4K - $42.5K
29.6K $3.98M
WCC
Wesco International Inc

Industrials
-100
- 4.53%
$132.86 - $186.1 $13.3K - $18.6K
2.11K $390K
DAL
Delta Air Lines, Inc.

Industrials
-100
- 0.69%
$35.88 - $52.99 $3.59K - $5.3K
14.4K $708K
TFC
Truist Financial Corp

Financial Services
-12.3K
- 3.72%
$34.79 - $42.99 $430K - $531K
320K $13.7M
BAC
Bank Of America Corp

Financial Services
-9.5K
- 7.21%
$34.39 - $47.46 $327K - $451K
122K $5.79M
DE
Deere & CO

Industrials
-1.42K
- 5.25%
$412.99 - $531.48 $586K - $755K
25.6K $13M
FCX
Freeport Mcmoran Inc

Basic Materials
-7K
- 5.85%
$29.15 - $44.46 $204K - $311K
113K $4.89M
CF
Cf Industries Holdings, Inc.

Basic Materials
-100
- 0.2%
$68.47 - $102.48 $6.85K - $10.2K
50.3K $4.63M
MSFT
Microsoft Corp

Technology
-1.3K
- 9.81%
$354.56 - $497.45 $461K - $647K
12K $5.95M
NOW
Service Now, Inc.

Technology
-85
- 1.66%
$721.65 - $1040.18 $61.3K - $88.4K
5.02K $5.16M
VSEC
Vse Corp

Industrials
-1.87K
- 1.24%
$103.15 - $140.55 $193K - $262K
148K $19.4M
IBM
International Business Machines Corp

Technology
-400
- 1.06%
$221.03 - $294.78 $88.4K - $118K
37.5K $11.1M
URI
United Rentals, Inc.

Industrials
-1K
- 2.86%
$551.94 - $753.4 $552K - $754K
34K $25.6M
Activity Summary
Buys All Purchases 9 New Holdings 4 Increased Positions 5 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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