Van Taylor (R-TX-3), a former Republican member of the House, has disclosed 435 trades since 2019: 51 purchases worth about $648.53K and 380 sales worth about $15.88M, in 242 stocks. Most traded: XOM, CELG, KO. As a portfolio, their stock holdings and trades returned +59.6% from Jan 2019, against +49.7% for the S&P 500. Trades took a median 21 days to be disclosed; 3 came late.
Van Taylor’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2019: +59.6%, against +49.7% for SPY; the largest fall on the way was -48.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Van Taylor | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Van Taylor | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Van Taylor | Nov 2021 | +33.9% | -18.4% | +52.3% | +28.5% | -15.5% | 1.25 | 0.55 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Van Taylor | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Van Taylor | Jan 2019 | +59.6% | +49.7% | +9.9% | +12.4% | -48.2% | 0.62 | 0.76 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 50 | 4 | 46 | $105.50K | $4.15M | – | Nov 28, 2022 |
| LLYELI LILLY & Co | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $3.75M | – | Nov 28, 2022 |
| CVXChevron Corp | Energy | Closed | – | – | 3 | 0 | 3 | $0.00 | $790.50K | – | Nov 28, 2022 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $383.00K | -183.8% | Mar 13, 2020 |
| MCDMcdonalds Corp | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Mar 17, 2020 |
| MCOMoodys Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Nov 28, 2022 |
| WMTWalmart Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Mar 17, 2020 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $350.00K | – | Nov 28, 2022 |
| ZBHZimmer Biomet Holdings, Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Nov 28, 2022 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $115.50K | – | Mar 25, 2019 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $16.00K | $65.00K | +133.4% | Mar 25, 2019 |
| GPCGenuine Parts Co | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Mar 17, 2020 |
| BPBp Plc | Energy | Closed | – | – | 3 | 1 | 2 | $8.00K | $65.00K | -166.4% | Mar 25, 2019 |
| VVisa Inc. | Financial Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $65.00K | +25.0% | Mar 25, 2019 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 6 | 1 | 5 | $8.00K | $64.50K | -59.2% | Mar 25, 2019 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BMYBristol-Myers Squibb Company | Self | Sell (Partial) | $100K–$250K | Nov 28, 2022 | Dec 26, 2022 | 28d | -20.4% | -110.3% | |
| CVXChevron Corporation | Self | Sell (Partial) | $500K–$1M | Nov 28, 2022 | Dec 26, 2022 | 28d | +27.8% | -62.2% | |
| LLYEli Lilly and Company | Self | Sell (Partial) | $1M–$5M | Nov 28, 2022 | Dec 26, 2022 | 28d | +286.1% | +196.1% | |
| XOMExxon Mobil Corporation | Self | Sell (Partial) | $1M–$5M | Nov 28, 2022 | Dec 26, 2022 | 28d | +63.7% | -26.3% | |
| MCOMoody's Corporation | Self | Sell | $250K–$500K | Nov 28, 2022 | Dec 26, 2022 | 28d | +73.3% | -16.7% | |
| OXYOccidental Petroleum Corporation | Self | Sell | $1K–$15K | Nov 28, 2022 | Dec 26, 2022 | 28d | -11.0% | -101.0% | |
| SSLTYSantos, Ltd. Unsponsored ADR | Self | Sell | $15K–$50K | Nov 28, 2022 | Dec 26, 2022 | 28d | – | – | |
| ZBHZimmer Biomet Holdings, Inc. | Self | Sell | $100K–$250K | Nov 28, 2022 | Dec 26, 2022 | 28d | -17.3% | -107.3% | |
| ZIMVZimVie Inc. | Self | Sell | $1K–$15K | Nov 28, 2022 | Dec 26, 2022 | 28d | – | – | |
| RNGRRanger Energy Services, Inc. Class A | Self | Exchange | $15K–$50K | Dec 17, 2021 | Jan 14, 2022 | 28d | +37.5% | -26.0% | |
| BMYBristol-Myers Squibb Company | Self | Sell | $100K–$250K | Mar 13, 2020 | Jun 10, 2020 | 89d late | +14.6% | -164.7% | |
| LLYEli Lilly and Company | Self | Sell | $500K–$1M | Mar 13, 2020 | Jun 10, 2020 | 89d late | +913.3% | +734.0% | |
| DISWalt Disney Company | Self | Sell | $250K–$500K | Mar 13, 2020 | Jun 10, 2020 | 89d late | +10.4% | -168.9% | |
| AVNSAvanos Medical, Inc. | Self | Sell | $1K–$15K | Mar 17, 2020 | Apr 13, 2020 | 27d | – | – | |
| XOMExxon Mobil CorporationOption | Self | Sell | $1K–$15K | Mar 6, 2020 | Apr 13, 2020 | 38d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Van Taylor (R-TX-3), a former Republican member of the House, has disclosed 435 trades since 2019: 51 purchases worth about $648.53K and 380 sales worth about $15.88M, in 242 stocks. Most traded: XOM, CELG, KO. As a portfolio, their stock holdings and trades returned +59.6% from Jan 2019, against +49.7% for the S&P 500. Trades took a median 21 days to be disclosed; 3 came late.
As a portfolio, their stock holdings and trades returned +59.6% from January 2019 to November 2026, against +49.7% for the S&P 500, with a largest fall of -48.2%. 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 435 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.