Bill Cassidy (R-LA-6), a current Republican member of the House, has disclosed 8 trades since 2014: 3 purchases worth about $73.00K and 5 sales worth about $40.00K, in 7 stocks. Most traded: CVX, F, INTC. As a portfolio, their stock holdings and trades returned +88.6% from May 2014, against +297.8% for the S&P 500. Trades took a median 254 days to be disclosed; 8 came late.
Bill Cassidy’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +88.6%, against +297.8% for SPY; the largest fall on the way was -39.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bill Cassidy | Nov 2025 | +25.9% | +10.1% | +15.9% | – | -12.1% | 1.22 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bill Cassidy | Nov 2023 | +46.0% | +72.6% | -26.6% | +13.5% | -26.8% | 0.76 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bill Cassidy | Nov 2021 | +49.0% | +61.1% | -12.1% | +8.3% | -26.8% | 0.50 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bill Cassidy | Jan 2026 | +21.6% | +10.1% | +11.5% | – | -12.1% | 1.19 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bill Cassidy | May 2014 | +88.6% | +297.8% | -209.3% | +5.2% | -39.1% | 0.35 | 0.98 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Energy | $72.83K | 15.8% | +124.1% | 1 | 1 | 0 | $32.50K | $0.00 | -155.9% | Dec 16, 2014 |
| INTCIntel Corp | Technology | $59.99K | 13.0% | +126.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 11, 2014 |
| SHELShell plc | Energy | $53.90K | 11.7% | +65.8% | 1 | 1 | 0 | $32.50K | $0.00 | -214.2% | Dec 16, 2014 |
| XOMExxonMobil Holdings Corp | Energy | $30.69K | 6.6% | +91.8% | 1 | 1 | 0 | $8.00K | $0.00 | -172.0% | Dec 16, 2014 |
| FFord Motor Co | Consumer Discretionary | $19.77K | 4.3% | -20.6% | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 11, 2014 |
| PSXPhillips 66 | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 11, 2014 |
| RIORio Tinto Plc | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 11, 2014 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CVXChevron Corporation | Spouse | Buy | $15K–$50K | Dec 16, 2014 | Aug 20, 2015 | 247d late | +124.1% | -155.9% | |
| XOMExxon Mobil Corporation | Spouse | Buy | $1K–$15K | Dec 16, 2014 | Aug 20, 2015 | 247d late | +108.0% | -172.0% | |
| FFord Motor Company | Spouse | Sell | $1K–$15K | Sep 11, 2014 | Aug 20, 2015 | 343d late | -24.4% | -299.9% | |
| INTCIntel Corporation | Spouse | Sell | $1K–$15K | Sep 11, 2014 | Aug 20, 2015 | 343d late | +71.2% | -204.3% | |
| Michigan Educational Savings Plan- KCOther | Dependent Child | Sell | $1K–$15K | Dec 3, 2014 | Aug 20, 2015 | 260d late | – | – | |
| PSXPhillips 66 | Spouse | Sell | $1K–$15K | Sep 11, 2014 | Aug 20, 2015 | 343d late | +227.4% | -48.1% | |
| SHELRoyal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (RDS.B) | Spouse | Buy | $15K–$50K | Dec 16, 2014 | Aug 20, 2015 | 247d late | +65.8% | -214.2% | |
| RIORio Tinto Plc | Spouse | Sell | $1K–$15K | Sep 11, 2014 | Dec 11, 2014 | 91d late | +57.6% | -217.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Bill Cassidy (R-LA-6), a current Republican member of the House, has disclosed 8 trades since 2014: 3 purchases worth about $73.00K and 5 sales worth about $40.00K, in 7 stocks. Most traded: CVX, F, INTC. As a portfolio, their stock holdings and trades returned +88.6% from May 2014, against +297.8% for the S&P 500. Trades took a median 254 days to be disclosed; 8 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Bill Cassidy still holds 5 stocks; the largest are CVX (about $72.83K), INTC (about $59.99K), SHEL (about $53.90K), XOM (about $30.69K), F (about $19.77K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +88.6% from May 2014 to November 2026, against +297.8% for the S&P 500, with a largest fall of -39.1%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 254 days to be disclosed. 8 of 8 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.