Old Point Trust & Financial Services N A has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.7M, Apple Inc. with a value of $12.4M, Conocophillips with a value of $10.2M, Exxon Mobil Corp with a value of $9.66M, and Procter & Gamble CO with a value of $9.07M.

Examining the 13F form we can see an increase of $5.14M in the current position value, from $272M to 277M.

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

Portfolio value $277 Million
Technology: $65.3 Million
Energy: $35.3 Million
Consumer Defensive: $30.4 Million
Industrials: $28.2 Million
Financial Services: $26.5 Million
Healthcare: $23.9 Million
ETFs: $16.4 Million
Utilities: $15.4 Million
Other: $35.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 376
  • Current Value $277 Million
  • Prior Value $272 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 73 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
Track This Portfolio

Track Old Point Trust & Financial Services N A Portfolio

Follow Old Point Trust & Financial Services N A and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Old Point Trust & Financial Services N A, based on Form 13F filings with the SEC.

News

Stay updated on Old Point Trust & Financial Services N A with notifications on news.