Old Point Trust & Financial Services N A has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 384 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.7M, Exxon Mobil Corp with a value of $10.7M, Apple Inc. with a value of $10.7M, Conocophillips with a value of $10.6M, and Procter & Gamble CO with a value of $9.71M.

Examining the 13F form we can see an decrease of $749K in the current position value, from $277M to 276M.

Below you can find more details about Old Point Trust & Financial Services N A portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
Technology: $57.7 Million
Energy: $37.3 Million
Consumer Defensive: $31 Million
Industrials: $28.3 Million
Healthcare: $25.8 Million
Financial Services: $25.1 Million
ETFs: $21.2 Million
Utilities: $15.5 Million
Other: $34.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 384
  • Current Value $276 Million
  • Prior Value $277 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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