Ron Estes (R-KS-4), a current Republican member of the House, has disclosed 17 trades since 2022: 11 purchases worth about $112.51K and 6 sales worth about $72.50K, in 6 stocks. Most traded: CVX, HON, MRVL. As a portfolio, their stock holdings and trades returned +10.5% from Feb 2022, against +70.8% for the S&P 500. Trades took a median 21 days to be disclosed; 3 came late.
Ron Estes’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2022: +10.5%, against +70.8% for SPY; the largest fall on the way was -25.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ron Estes | Nov 2025 | +15.0% | +10.1% | +4.9% | – | -16.6% | 0.78 | 0.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ron Estes | Nov 2023 | +27.2% | +72.6% | -45.5% | +8.4% | -20.5% | 0.51 | 0.64 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ron Estes | Feb 2022 | +10.5% | +70.8% | -60.2% | +2.1% | -25.3% | 0.21 | 0.79 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ron Estes | Jan 2026 | +15.7% | +10.1% | +5.6% | – | -16.6% | 0.91 | 0.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ron Estes | Feb 2022 | +10.5% | +70.8% | -60.2% | +2.1% | -25.3% | 0.21 | 0.79 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HONHoneywell International Inc | Industrials | $38.62K | 77.2% | +18.8% | 2 | 1 | 1 | $32.50K | $32.50K | -53.3% | May 31, 2022 |
| CVXChevron Corp | Energy | $11.42K | 22.8% | +42.7% | 2 | 1 | 1 | $8.00K | $8.00K | +0.1% | Jul 19, 2022 |
| MRVLMarvell Technology, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +64.7% | Sep 27, 2022 |
| SPRSpirit AeroSystems Holdings, Inc. | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Jul 5, 2022 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -84.0% | Jul 12, 2022 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -20.7% | Jul 5, 2022 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| US Treasury Savings BondBond | Self | Buy | $1K–$15K | Apr 17, 2023 | Sep 30, 2023 | 166d late | – | – | |
| US Treasury Savings BondBond | Self | Buy | $1K–$15K | Apr 17, 2023 | Sep 30, 2023 | 166d late | – | – | |
| US Treasury Savings BondBond | Self | Buy | $1K–$15K | Apr 17, 2023 | Sep 30, 2023 | 166d late | – | – | |
| MRVLMarvell Technology, Inc. | Self | Sell | $1K–$15K | Sep 27, 2022 | Sep 30, 2022 | 3d | +295.0% | +188.0% | |
| CVXChevron Corporation | Self | Sell | $1K–$15K | Jul 19, 2022 | Aug 1, 2022 | 13d | +57.6% | -34.1% | |
| SPRSpirit Aerosystems Holdings, Inc. | Self | Sell | $1K–$15K | Jul 5, 2022 | Aug 1, 2022 | 27d | – | – | |
| US Treasury Savings BondBond | Self | Buy | $1K–$15K | Aug 1, 2022 | Aug 1, 2022 | 0d | – | – | |
| VZVerizon Communications Inc. | Self | Sell | $1K–$15K | Jul 12, 2022 | Aug 1, 2022 | 20d | -11.2% | -108.7% | |
| WFCWells Fargo & Company | Self | Sell | $1K–$15K | Jul 5, 2022 | Aug 1, 2022 | 27d | +114.2% | +17.3% | |
| US Treasury Savings BondBond | Self | Buy | $1K–$15K | Jun 17, 2022 | Jul 18, 2022 | 31d | – | – | |
| HONHoneywell International Inc. | Joint | Sell | $15K–$50K | May 31, 2022 | Jun 3, 2022 | 3d | +16.9% | -65.2% | |
| CVXChevron Corporation | Self | Buy | $1K–$15K | Feb 10, 2022 | Mar 9, 2022 | 27d | +67.5% | +0.1% | |
| HONHoneywell International Inc. | Self | Buy | $15K–$50K | Mar 4, 2022 | Mar 9, 2022 | 5d | +20.8% | -53.3% | |
| MRVLMarvell Technology, Inc. | Self | Buy | $1K–$15K | Feb 10, 2022 | Mar 9, 2022 | 27d | +132.1% | +64.7% | |
| SPRSpirit Aerosystems Holdings, Inc. | Self | Buy | $1K–$15K | Mar 4, 2022 | Mar 9, 2022 | 5d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ron Estes (R-KS-4), a current Republican member of the House, has disclosed 17 trades since 2022: 11 purchases worth about $112.51K and 6 sales worth about $72.50K, in 6 stocks. Most traded: CVX, HON, MRVL. As a portfolio, their stock holdings and trades returned +10.5% from Feb 2022, against +70.8% for the S&P 500. Trades took a median 21 days to be disclosed; 3 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Ron Estes still holds 2 stocks; the largest are HON (about $38.62K), CVX (about $11.42K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +10.5% from February 2022 to November 2026, against +70.8% for the S&P 500, with a largest fall of -25.3%. 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 21 days to be disclosed. 3 of 17 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.