WhatInvestorsBuy

Roger Williams: Stock Portfolio, Performance and Latest Trades

Roger Williams

U.S. Representative, TX-25

R Republican

Trades disclosed22
Bought / sold12 / 10
Est. volume$200.5K
Typical delay713 days

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Roger Williams' estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
CVXChevron Corporation
26.4%$148.27+38.4%$205.15Held at end of 20210
NVDANVIDIA Corporation
7.38%$186.06+27.6%$237.47Jun 30, 20220
FANGDiamondback Energy, Inc.
7.21%$147.81+24.7%$184.38Held at end of 20210
VEAVanguard FTSE Developed Markets ETF
6.56%$61.88+13.5%$70.26Held at end of 20210
SCHESchwab Emerging Markets Equity ETF
6.50%$32.71+12.4%$36.78Held at end of 20240
BRK.BBerkshire Hathaway Inc. New
5.82%$502.65+0.7%$506.25Held at end of 20240
PTYIXT. Rowe Price Tax-Free High Yield Fund - I Class
5.60%$10.74−3.1%$10.41Held at end of 20240
PRIMXT. Rowe Price Summit Municipal Income Fund - I Class
5.54%$10.88−4.2%$10.42Held at end of 20240
BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF
2.93%$115.10+3.0%$118.53Held at end of 20240
DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF
1.65%$32.54+16.1%$37.79Held at end of 20240
VTVVanguard Value ETF
1.65%$188.14+16.0%$218.21Held at end of 20240
FUNFXAmerican Funds Fundamental Investors - Class F-3
1.64%$89.82+15.3%$103.61Held at end of 20240
VBKVanguard Small-Cap Growth ETF
1.62%$301.19+13.6%$342.24Held at end of 20210
EFViShares MSCI EAFE Value ETF
1.60%$69.56+12.2%$78.05Held at end of 20210
GOOGLAlphabet Inc.
1.60%$312.39+12.2%$350.50Held at end of 20240
ICSFXInvesco Comstock Fund
1.59%$30.26+11.6%$33.78Held at end of 20240
VBRVanguard Small-Cap Value ETF
1.58%$208.72+11.2%$232.17Held at end of 20210
LLYEli Lilly and Company
1.58%$1,069.51+11.1%$1,188.72Jun 30, 20220
ACGIXInvesco Growth & Income Fund Class A
1.56%$22.55+9.8%$24.75Held at end of 20240
METAMeta Platforms, Inc.
1.56%$658.40+9.6%$721.31Jun 30, 20220
MFEKXMFS Growth Fund Class R6
1.55%$197.89+8.7%$215.10Held at end of 20240
VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF
1.55%$142.28+8.6%$154.53Held at end of 20240
EFGiShares MSCI EAFE Growth ETF
1.51%$113.01+5.9%$119.69Held at end of 20210
PGProcter & Gamble Company
1.50%$140.19+5.4%$147.82Held at end of 20210
JPMJP Morgan Chase & Co.
1.48%$317.71+3.7%$329.58Dec 22, 20250
STLAStellantis N.V. Common Shares
0.60%$10.89−57.7%$4.61Jun 30, 20210
WABWestinghouse Air Brake Technologies Corporation
0.12%$212.71+32.8%$282.44Held at end of 20220
PFEPfizer, Inc.
0.11%$23.68+18.3%$28.00Mar 1, 20240

Roger Williams' buys and sells

Feb 27, 2019 to Dec 22, 2025, 17 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
CVXChevron Corporation
Sold part$15K–$50KDec 22, 2025Jan 15, 202624 days later
FANGDiamondback Energy, Inc.
Sold part$1K–$15KDec 22, 2025Jan 15, 202624 days later
JPMJP Morgan Chase & Co.
Bought$1K–$15KDec 22, 2025Jan 15, 202624 days later
RTXRTX Corporation
Bought$1K–$15KDec 22, 2025Jan 15, 202624 days later
Caney Creek Texas 2.125% GO Muni bondsBond
Sold$1K–$15KFeb 19, 2025Mar 1, 202510 days later
PFESpousePfizer, Inc.
Sold$1K–$15KMar 4, 2024Jun 12, 2024100 days later · late
PFESpousePfizer, Inc.
Sold$1K–$15KMar 1, 2024Jun 12, 2024103 days later · late
PFESpousePfizer, Inc.
Bought$1K–$15KMar 1, 2024Jun 12, 2024103 days later · late
Caney Creek Tex Mun Util DistBondSpouse
Bought$1K–$15KOct 25, 2022Jun 12, 2024596 days later · late
GOOGSpouseAlphabet Inc. Class C Capital Stock
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
LLYSpouseEli Lilly and Company
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
METASpouseMeta Platforms, Inc.
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
NVDASpouseNVIDIA Corporation
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
SBFMSpouseSunshine Biopharma Inc.
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
TFCSpouseTruist Financial Corporation
Bought$1K–$15KJun 30, 2022Jun 12, 2024713 days later · late
DISSpouseWalt Disney Company
Sold$1K–$15KJun 22, 2022Jun 12, 2024721 days later · late
STLASpouseStellantis N.V. Common Shares
Bought$1K–$15KJun 30, 2021Jun 12, 20241078 days later · late
DISSpouseWalt Disney Company
Bought$1K–$15KJun 30, 2021Jun 12, 20241078 days later · late
DVNSpouseDevon Energy Corporation
Sold$1K–$15KMay 13, 2021Jun 12, 20241126 days later · late
DISSpouseWalt Disney Company
Sold$1K–$15KJul 10, 2019Jun 12, 20241799 days later · late
NVDASpouseNVIDIA Corporation
Sold$1K–$15KMar 1, 2019Jun 12, 20241930 days later · late
GESpouseGE Aerospace
Sold$1K–$15KFeb 27, 2019Jun 12, 20241932 days later · late

Roger Williams' portfolio by sector

Share of the estimated stock portfolio.

34%Energy
SectorShareValueHoldings
Other50%~$283.6K17
Energy34%~$189.3K2
Technology7.4%~$41.5K1
Communication Services3.1%~$17.7K2
Health Care1.7%~$9.5K2
Consumer Staples1.5%~$8.4K1
Financials1.5%~$8.3K1
Consumer Discretionary0.6%~$3.4K1
Industrials0.1%~$6651

Portfolio performance: Roger Williams vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 13, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%+140%+160%JulApr2024OctJulApr+158%Nasdaq-100+105%S&P 500+62%You, copying
May 13, 2022 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+61.7%+11.5%
S&P 500+105.5%+17.8%
Nasdaq-100+157.9%+24.0%

Roger Williams' most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
DISWalt Disney Company
12
PFEPfizer, Inc.
12
NVDANVIDIA Corporation
11
RTXRTX Corporation
10
GEGE Aerospace
01
CVXChevron Corporation
01
DVNDevon Energy Corporation
01
LLYEli Lilly and Company
10
TFCTruist Financial Corporation
10
JPMJP Morgan Chase & Co.
10
FANGDiamondback Energy, Inc.
01
METAMeta Platforms, Inc.
10

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.