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CHICKASAW CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CHICKASAW CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001276460
持仓数
95
前50大市值合计
$2.80B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 68 项
建仓 6
增持 3
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
Shell Midstream Partners LP
-$58.1M
0
-100%
减持
—
EnLink Midstream LLC
+$29.5M
14,613,913
-14%
建仓
OKE
ONEOK Inc
+$19.5M
297,031
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
DCP Midstream Partners LP
-$16.8M
2,604,105
-17%
减持
WES
Western Midstream Partners LP
-$15.8M
7,610,527
-13%
减持
—
Energy Transfer LP
-$15.3M
16,166,204
-14%
减持
—
Targa Resources Corp
+$13.2M
2,965,340
-13%
减持
EPD
Enterprise Products Partners L
-$12.6M
5,033,046
-11%
减持
—
Magellan Midstream Partners LP
-$11.0M
2,861,300
-12%
减持
—
Cheniere Energy Inc
-$7.8M
232,988
-10%
减持
—
Crestwood Equity Partners LP
-$4.9M
889,140
-12%
减持
—
MPLX LP
-$4.5M
6,198,749
-11%
减持
PSX
Phillips 66
+$3.7M
523,540
-17%
减持
PAA
Plains All American Pipeline L
-$3.0M
5,673,384
-14%
减持
WMB
Williams Cos Inc
+$2.1M
1,423,094
-9%
减持
—
Plains GP Holdings
-$1.9M
5,925,088
-15%
减持
—
Antero Midstream Corp
+$1.8M
2,378,555
-8%
减持
AAPL
Apple Inc
-$1.8M
134,854
-3%
建仓
—
Cheniere Energy Partners LP
+$1.6M
29,000
建仓
VFIAX
Vanguard 500 Index Admir
+$1.0M
2,912
减持
AMZN
Amazon.com Inc
-$788.0K
23,685
-4%
减持
—
TC Energy Corp
-$706.0K
136,513
-11%
建仓
—
Alps Etf Tr Alerian Mlp
+$660.0K
17,347
减持
NKE
Nike Inc Cl B
+$628.0K
18,724
-0%
减持
IMLPX
Maingate MLP Fund Class I
+$627.0K
1,137,918
-2%
减持
—
Visa Inc Cl A
+$580.0K
29,994
-6%
减持
—
MasterCard Inc Cl A
+$574.0K
12,095
-5%
减持
—
Enbridge Inc
-$515.0K
179,318
-12%
减持
—
Oracle Corp
+$421.0K
21,092
-1%
减持
—
Kinder Morgan Inc
-$418.0K
1,193,148
-10%
增持
—
Liberty Media Corp Delaware A
+$414.0K
66,768
+6%
减持
AZO
AutoZone Inc
+$391.0K
1,727
-4%
减持
—
Exxon Mobil Corp
+$379.0K
19,699
-4%
增持
HWC
Hancock Whitney Corporation
+$366.0K
47,420
+13%
减持
PM
Philip Morris Intl Inc
+$348.0K
23,251
-4%
减持
—
Alphabet Inc Cap Stock Cl C
-$332.0K
16,995
-11%
减持
—
KKR & Co Inc Cl A
+$330.0K
112,733
-1%
减持
KO
Coca-Cola Co
+$281.0K
46,667
-3%
减持
WMT
Wal Mart Stores Inc
+$277.0K
31,447
-2%
减持
PG
Procter & Gamble Co
+$271.0K
11,788
-2%
减持
GE
General Electric Co New
+$270.0K
12,904
-2%
清仓
SHW
Sherwin Williams Co
-$227.0K
0
-100%
减持
SBUX
Starbucks Corp
+$214.0K
22,080
-6%
清仓
FISV
Fiserv Inc
-$213.0K
0
-100%
建仓
SO
Southern Co
+$209.0K
2,932
减持
CVX
Chevron Corp
+$207.0K
6,062
-1%
建仓
SPH
Suburban Propane Partners LP
+$158.0K
10,382
减持
GEL
Genesis Energy LP
+$156.0K
3,655,540
-10%
减持
JNJ
Johnson & Johnson
+$140.0K
18,888
-3%
减持
—
Salesforce.com Inc
-$127.0K
7,384
-4%
减持
LULU
Lululemon Athletica Inc
-$121.0K
3,205
-22%
减持
—
Costco Wholesale Corp
-$107.0K
790
-20%
减持
PFE
Pfizer Inc
+$88.0K
15,640
-4%
减持
HD
Home Depot Inc
-$80.0K
770
-34%
减持
—
Merck & Co Inc
+$75.0K
3,143
-1%
减持
—
Target Corp
-$74.0K
8,295
-6%
减持
CL
Colgate Palmolive Co
+$71.0K
8,947
-1%
减持
—
DuPont de Nemours Inc
+$68.0K
5,388
-10%
减持
BF/B
Brown Forman Corp Cl B
-$65.0K
37,021
-1%
增持
—
Banco Bilbao Vizcaya Argentari
+$64.0K
39,276
+2%
减持
MSFT
Microsoft Corp
-$51.0K
16,161
-4%
减持
—
Medifast Inc
+$36.0K
28,348
-5%
减持
DOW
Dow Inc
+$27.0K
8,278
-7%
减持
—
Corteva Inc
-$26.0K
4,910
-11%
减持
—
Walgreens Boots Alliance Inc
+$25.0K
14,552
-12%
减持
INTC
Intel Corp
-$20.0K
35,025
-5%
减持
—
JPMorgan Chase & Co
-$8.0K
1,500
-25%
减持
PEP
PepsiCo Inc
+$1.0K
4,740
-10%