Position in BKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$782,550
-$78,255 QoQ
Shares Held
14,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#629
of 1,136 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $1,713,216 across 3 Oil & Gas Equipment & Services names. BKR ranks #1 (45.7% of the industry book) .
All Filings in BKR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,550 | 14,100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $860,805 | 14,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $642,114 | 14,100 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $686,952 | 14,100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $540,594 | 14,100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $619,695 | 14,100 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $578,382 | 14,100 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $509,715 | 14,100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $495,897 | 14,100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $472,350 | 14,100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $775,886 | 22,700 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $801,764 | 22,700 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $717,547 | 22,700 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $655,122 | 22,700 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $670,331 | 22,700 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $475,792 | 22,700 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $655,349 | 22,700 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $826,507 | 22,700 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $546,162 | 22,700 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $561,371 | 22,700 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $519,149 | 22,700 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $490,547 | 22,700 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $442,020 | 21,200 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $255,168 | 19,200 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||