Pete Olson

Pete Olson Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 39 assets and 1 liabilities.

Est. Net Worth
$2.2M
2013 annual disclosure
Total Assets
$1.8M - $4.1M
39 assets
Total Liabilities
$500K - $1M
1 liabilities
Total Trades
62
From PTR filings
Trade Volume
$958K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$1.4M
2009$136K
2010$1.2M
2011$1.7M
2012$1.2M
2013$2.2M

Assets by Category

Other$1.5M (4)
Mutual Funds$976K (28)
ETFs$448K (4)
Insurance$33K (1)
Bank & Cash$8K (1)
Stocks$0 (1)

Top Stock Holdings (from trades)

All Assets (39)

AssetValue
Bank of America accts
$1,001 - $15,000
$15,001 - $50,000
Brea Canon Oil Co., Inc
N/A
$15,001 - $50,000
$50,001 - $100,000
Excepted Trust (f)
$250,001 - $500,000
Excepted Trust
$500,001 - $1,000,000
Excepted Trust (Peter G. Olson Trust)
$250,001 - $500,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$100,001 - $250,000
Hartford Corporate Bond Debenture Fund A
$1,001 - $15,000
Value Fund Mid Cap
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
Matthews Pacific Tiger Fund
$15,001 - $50,000
Morgan Stanley Int'l Real Estate
$15,001 - $50,000
Morgan Stanley US Real Estate
$15,001 - $50,000
Oakmark Intl Small Cap Fund
$15,001 - $50,000
Pacific Life Variable Universal Life Insurance
$15,001 - $50,000
Royce Premier Fund
$1,001 - $15,000
Royce Premier Fund
$1,001 - $15,000
Royce Total Return Fund
$1,001 - $15,000
Schwab Adv. Cash Reserve
$15,001 - $50,000
Signal Hill Petroleum Inc.
N/A
$250,001 - $500,000
T Rowe Price International Discovery Fund
$15,001 - $50,000
Fron Price New Asia Fund (PRASX)
$15,001 - $50,000
T Rowe Price New Era Fund (PRNEX)
$15,001 - $50,000
U.S. Global Inv Global Resources (PSPFX)
$15,001 - $50,000
Vanguard Energy Fund (VGENX)
N/A
American Energy Fund Admiral Shares (VGELX)
$15,001 - $50,000
Vanguard Euro Stock Index Fund
$50,001 - $100,000
Vanguard Short Term Tax Exempt Fund
$15,001 - $50,000
Wells Fargo Advantage Money Market (WMSXX)
$50,001 - $100,000

Liabilities (1)

CreditorTypeAmount
Poverty Hollow Ventures, LLC, Winsted, VTmortgage$500,001 - $1,000,000

Trading Sector Allocation (from PTR trades)

Financial Services$49K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
Pete Olson Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker