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MONTGOMERY INVESTMENT MANAGEMENT INC: CVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTGOMERY INVESTMENT MANAGEMENT INC on CVE, newest first. How the timeline and the estimate are built.

MONTGOMERY INVESTMENT MANAGEMENT INC held 62,835 CVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,835 shares
    Change vs previous 13F +4,000 shares

    0.47% of the 13F portfolio, value $1,558,936.

    13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 58,835 shares
    Change vs previous 13F +2,300 shares

    0.53% of the 13F portfolio, value $1,560,893.

    13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,535 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $956,572.

    13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,535 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $960,530.

    13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,535 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $768,876.

    13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,535 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $786,402.

    13F-HR 0001272544-25-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,535 shares
    Change vs previous 13F +894 shares

    0.34% of the 13F portfolio, value $856,505.

    13F-HR 0001272544-25-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,641 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $930,874.

    13F-HR 0001272544-24-000007 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).