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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 71 项
建仓 1
增持 13
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
—
Energy Transfer LP
+$61.9M
15,738,594
+3%
增持
OKE
ONEOK Inc
+$42.5M
1,992,336
+15%
减持
—
EnLink Midstream LLC
-$34.6M
11,187,059
-16%
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
PAA
Plains All American Pipeline L
-$31.1M
2,391,941
-42%
增持
—
Plains GP Holdings
+$29.1M
8,218,030
+25%
减持
—
MPLX LP
+$18.3M
5,566,358
-0%
减持
—
Cheniere Energy Inc
+$17.4M
535,451
-1%
减持
WMB
Williams Cos Inc
+$14.4M
2,036,426
-3%
增持
GEL
Genesis Energy LP
-$12.3M
3,835,449
+0%
减持
EPD
Enterprise Products Partners L
+$11.1M
5,461,487
-1%
增持
—
Dt Midstream Inc Common Stock
+$7.7M
317,231
+5%
增持
WES
Western Midstream Partners LP
+$5.0M
6,755,387
+1%
减持
—
Kinetik Holdings Inc Cl A
+$4.9M
617,656
-7%
减持
—
Antero Midstream Corp
-$4.1M
1,786,428
-13%
增持
PSX
Phillips 66
-$2.4M
141,617
+0%
减持
AAPL
Apple Inc
+$2.2M
130,433
-0%
减持
—
KKR & Co Inc Cl A
+$1.7M
101,583
-1%
减持
—
Kinder Morgan Inc
+$1.3M
853,306
-15%
减持
—
Visa Inc Cl A
+$1.1M
28,467
-1%
减持
AMZN
Amazon.com Inc
+$983.0K
29,969
-0%
增持
IMLPX
Maingate MLP Fund Class I
+$954.0K
1,191,432
+1%
减持
WMT
Wal Mart Stores Inc
+$829.0K
91,366
-1%
减持
—
NVIDIA Corp
+$767.0K
60,486
-0%
增持
—
Sunoco LP
+$558.0K
77,000
+21%
减持
—
Targa Resources Corp
+$530.0K
1,797,757
-17%
减持
—
Salesforce.com Inc
+$476.0K
8,165
-1%
减持
—
HCA Inc
-$468.0K
4,269
-1%
清仓
—
Digital World Acquisition Corp
-$466.0K
0
-100%
减持
LULU
Lululemon Athletica Inc
+$458.0K
4,142
-0%
减持
KO
Coca-Cola Co
-$419.0K
43,017
-0%
建仓
VOO
Vanguard S&P 500 ETF
+$402.0K
747
减持
—
Alphabet Inc Cap Stock Cl C
+$391.0K
17,105
-0%
减持
—
MasterCard Inc Cl A
+$387.0K
12,283
-0%
减持
BF/B
Brown Forman Corp Cl B
-$371.0K
32,680
-0%
减持
JNJ
Johnson & Johnson
-$315.0K
17,887
-0%
减持
—
Blackstone Group Inc Cl A
+$276.0K
14,451
-0%
清仓
DINO
HF Sinclair Corporation Com
-$267.0K
0
-100%
减持
MSFT
Microsoft Corp
-$256.0K
27,891
-0%
减持
GE
GE AEROSPACE COM NEW
-$235.0K
9,859
-1%
清仓
PFE
Pfizer Inc
-$216.0K
0
-100%
清仓
HUM
Humana Inc
-$211.0K
0
-100%
减持
NKE
Nike Inc Cl B
-$204.0K
15,774
-0%
清仓
—
Akamai Technologies Inc
-$202.0K
0
-100%
减持
—
GE Vernova Inc
+$182.0K
2,492
-0%
减持
—
Exxon Mobil Corp
-$165.0K
15,869
-1%
增持
—
SPDR S&P 500 ETF TR
+$162.0K
3,265
+7%
减持
—
UnitedHealth Group Inc
-$156.0K
1,943
-0%
减持
—
Enbridge Inc
+$150.0K
167,064
-2%
减持
INTC
Intel Corp
-$131.0K
32,825
-2%
减持
SHW
Sherwin Williams Co
-$129.0K
3,011
-0%
减持
SBUX
Starbucks Corp
-$118.0K
18,490
-0%
减持
CL
Colgate Palmolive Co
-$118.0K
8,578
-1%
减持
DOW
Dow Inc
-$111.0K
6,419
-5%
减持
—
Alps Etf Tr Alerian Mlp
-$100.0K
5,080
-31%
减持
AZO
AutoZone Inc
+$92.0K
1,946
-0%
减持
BATRA
Atlanta Braves Hldgs Inc Com S
-$91.0K
64,783
-0%
减持
VFIAX
Vanguard 500 Index Admir
-$90.0K
990
-16%
减持
—
Oracle Corp
-$89.0K
20,545
-0%
增持
—
Marathon Petroleum Corp
+$85.0K
3,315
+43%
减持
—
Meta Platforms Inc Cl A
+$79.0K
6,273
-0%
减持
PBA
Pembina Pipeline Corp
-$75.0K
8,000
-11%
减持
—
DuPont de Nemours Inc
-$68.0K
3,933
-5%
减持
PG
Procter & Gamble Co
-$59.0K
9,826
-0%
减持
—
Medifast Inc
-$55.0K
16,620
-9%
减持
BA
Boeing Co
+$48.0K
2,455
-4%
增持
EXE
Expand Energy Corp
+$46.0K
2,534
+1%
减持
—
GE Healthcare Technologies Inc
-$43.0K
2,649
-1%
增持
—
Banco Bilbao Vizcaya Argentari
-$37.0K
43,769
+3%
减持
CVX
Chevron Corp
-$20.0K
7,303
-0%
减持
HESM
Hess Midstream LP Cl A
-$20.0K
9,000
-10%
减持
—
Corteva Inc
-$19.0K
3,852
-5%