Roger Williams (R-TX-25), a current Republican member of the House, has disclosed 27 trades since 2015: 15 purchases worth about $120.01K and 12 sales worth about $145.01K, in 19 stocks. Most traded: DIS, PFE, CVX. As a portfolio, their stock holdings and trades returned +241.3% from May 2014, against +300.0% for the S&P 500. Trades took a median 596 days to be disclosed; 22 came late.
Roger Williams’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: +241.3%, against +300.0% for SPY; the largest fall on the way was -49.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Williams | Nov 2025 | +24.8% | +10.1% | +14.7% | – | -8.4% | 1.93 | 0.19 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Williams | Nov 2023 | +61.8% | +72.6% | -10.9% | +17.5% | -16.3% | 1.11 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Williams | Nov 2021 | +133.5% | +61.1% | +72.4% | +18.5% | -24.5% | 0.97 | 0.67 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Williams | Jan 2026 | +22.7% | +10.1% | +12.6% | – | -8.4% | 2.12 | 0.13 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Roger Williams | May 2014 | +241.3% | +300.0% | -58.7% | +10.3% | -49.8% | 0.55 | 0.91 |
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 | $124.58K | 46.1% | +15.9% | 2 | 1 | 1 | $8.00K | $32.50K | -111.0% | Dec 22, 2025 |
| FANGDiamondback Energy, Inc. | Energy | $32.18K | 11.9% | -1.0% | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 22, 2025 |
| NVDANvidia Corp | Technology | $30.19K | 11.2% | -7.1% | 2 | 1 | 1 | $8.00K | $8.00K | +1,133.5% | Jun 30, 2022 |
| LLYELI LILLY & Co | Healthcare | $9.30K | 3.4% | +16.2% | 1 | 1 | 0 | $8.00K | $0.00 | +236.2% | Jun 30, 2022 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $9.01K | 3.3% | +12.7% | 1 | 1 | 0 | $8.00K | $0.00 | -147.6% | Oct 31, 2015 |
| METAMeta Platforms, Inc. | Technology | $8.10K | 3.0% | +1.3% | 1 | 1 | 0 | $8.00K | $0.00 | +176.9% | Jun 30, 2022 |
| JPMJpmorgan Chase & Co | Financial Services | $7.53K | 2.8% | -5.9% | 1 | 1 | 0 | $8.00K | $0.00 | -4.4% | Dec 22, 2025 |
| STLAStellantis N.V. | Consumer Discretionary | $6.94K | 2.6% | -13.2% | 1 | 1 | 0 | $8.00K | $0.00 | -151.7% | Jun 30, 2021 |
| PFEPfizer Inc | Healthcare | $577.40 | 0.2% | +15.4% | 3 | 1 | 2 | $8.00K | $16.00K | -31.2% | Mar 4, 2024 |
| XPOIXponential, Inc. | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 31, 2015 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -111.3% | Jun 22, 2022 |
| BRK-ABerkshire Hathaway Inc | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +45.8% | Oct 31, 2015 |
| DVNDevon Energy Corp/De | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 13, 2021 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 27, 2019 |
| GOGOGogo Inc. | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Oct 21, 2015 |
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 Common Stock | Self | Sell (Partial) | $15K–$50K | Dec 22, 2025 | Jan 15, 2026 | 24d | +52.1% | +42.3% | |
| FANGDiamondback Energy, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Dec 22, 2025 | Jan 15, 2026 | 24d | +34.5% | +24.7% | |
| JPMJP Morgan Chase & Co. Common Stock | Self | Buy | $1K–$15K | Dec 22, 2025 | Jan 15, 2026 | 24d | +5.5% | -4.4% | |
| RTXRTX Corporation Common Stock | Self | Buy | $1K–$15K | Dec 22, 2025 | Jan 15, 2026 | 24d | +9.2% | -0.6% | |
| Caney Creek Texas 2.125% GO Muni bondsBond | Self | Sell | $1K–$15K | Feb 19, 2025 | Mar 1, 2025 | 10d | – | – | |
| GOOGAlphabet Inc. - Class C Capital Stock | Spouse | Buy | $1K–$15K | Jun 30, 2022 | Jun 12, 2024 | 713d late | +154.2% | +54.8% | |
| PFEPfizer, Inc. Common Stock | Spouse | Sell | $1K–$15K | Mar 1, 2024 | Jun 12, 2024 | 103d late | +15.5% | -31.2% | |
| PFEPfizer, Inc. Common Stock | Spouse | Buy | $1K–$15K | Mar 1, 2024 | Jun 12, 2024 | 103d late | +15.5% | -31.2% | |
| STLAStellantis N.V. Common Shares | Spouse | Buy | $1K–$15K | Jun 30, 2021 | Jun 12, 2024 | 1,078d late | -76.0% | -151.7% | |
| SBFMSunshine Biopharma Inc. - Common stock | Spouse | Buy | $1K–$15K | Jun 30, 2022 | Jun 12, 2024 | 713d late | -100.0% | -199.4% | |
| TFCTruist Financial Corporation Common Stock | Spouse | Buy | $1K–$15K | Jun 30, 2022 | Jun 12, 2024 | 713d late | +5.8% | -93.6% | |
| DISWalt Disney Company | Spouse | Sell | $1K–$15K | Jun 22, 2022 | Jun 12, 2024 | 721d late | +21.0% | -79.9% | |
| DISWalt Disney Company | Spouse | Buy | $1K–$15K | Jun 30, 2021 | Jun 12, 2024 | 1,078d late | -35.6% | -111.3% | |
| DISWalt Disney Company | Spouse | Sell | $1K–$15K | Jul 10, 2019 | Jun 12, 2024 | 1,799d late | -21.2% | -173.1% | |
| Caney Creek Tex Mun Util DistBond | Spouse | Buy | $1K–$15K | Oct 25, 2022 | Jun 12, 2024 | 596d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Roger Williams (R-TX-25), a current Republican member of the House, has disclosed 27 trades since 2015: 15 purchases worth about $120.01K and 12 sales worth about $145.01K, in 19 stocks. Most traded: DIS, PFE, CVX. As a portfolio, their stock holdings and trades returned +241.3% from May 2014, against +300.0% for the S&P 500. Trades took a median 596 days to be disclosed; 22 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Roger Williams still holds 9 stocks; the largest are CVX (about $124.58K), FANG (about $32.18K), NVDA (about $30.19K), LLY (about $9.30K), PG (about $9.01K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +241.3% from May 2014 to November 2026, against +300.0% for the S&P 500, with a largest fall of -49.8%. 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 596 days to be disclosed. 22 of 27 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.