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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 79 项
建仓 6
增持 36
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
—
Targa Resources Corp
-$36.7M
1,831,228
+3%
增持
OKE
ONEOK Inc
-$32.0M
2,130,173
+3%
增持
EPD
Enterprise Products Partners L
-$14.5M
5,515,066
+1%
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。
增持
—
Plains GP Holdings
-$12.5M
8,338,521
+2%
增持
WES
Western Midstream Partners LP
-$12.4M
6,794,472
+1%
增持
—
MPLX LP
-$10.7M
5,491,608
+0%
减持
WMB
Williams Cos Inc
+$8.0M
3,303,234
-1%
减持
—
Cheniere Energy Inc
+$7.3M
755,778
-1%
增持
—
Dt Midstream Inc Common Stock
+$4.4M
313,368
+1%
增持
—
NVIDIA Corp
+$3.6M
64,267
+6%
减持
MSFT
Microsoft Corp
+$3.3M
27,726
-0%
增持
—
Kinetik Holdings Inc Cl A
-$2.8M
670,344
+8%
减持
GEL
Genesis Energy LP
+$2.7M
3,551,414
-5%
减持
AAPL
Apple Inc
-$2.4M
129,318
-1%
增持
—
Oracle Corp
+$2.2M
23,255
+13%
增持
—
Energy Transfer LP
+$1.9M
16,158,771
+3%
增持
—
UnitedHealth Group Inc
+$1.8M
9,133
+358%
减持
—
KKR & Co Inc Cl A
+$1.6M
100,301
-1%
增持
—
Antero Midstream Corp
+$1.6M
1,707,690
+0%
增持
—
Meta Platforms Inc Cl A
+$1.6M
7,085
+12%
增持
AMZN
Amazon.com Inc
+$1.1M
31,014
+4%
增持
—
Kinder Morgan Inc
+$1.0M
814,138
+1%
清仓
BF/B
Brown Forman Corp Cl B
-$994.0K
0
-100%
增持
WMT
Wal Mart Stores Inc
+$926.0K
91,395
+0%
增持
HESM
Hess Midstream LP Cl A
+$891.0K
118,663
+36%
建仓
—
Cheniere Energy Partners LP
+$835.0K
14,894
建仓
—
On Holding AG Namen AKT A
+$799.0K
15,360
增持
—
Alphabet Inc Cap Stock Cl A
+$763.0K
24,938
+6%
增持
—
SPDR S&P 500 ETF TR
+$706.0K
3,693
+31%
减持
NKE
Nike Inc Cl B
-$678.0K
4,490
-71%
增持
PBA
Pembina Pipeline Corp
+$580.0K
24,000
+200%
减持
—
GE Vernova Inc
+$535.0K
2,423
-1%
建仓
—
TC Energy Corp
+$508.0K
10,403
增持
IMLPX
Maingate MLP Fund Class I
-$460.0K
1,210,385
+1%
减持
GE
GE AEROSPACE COM NEW
+$415.0K
9,140
-6%
建仓
DINO
HF Sinclair Corporation Com
+$411.0K
10,000
建仓
—
Coinbase Global Inc Cl A
+$394.0K
1,125
增持
—
Blackstone Group Inc Cl A
+$389.0K
16,194
+11%
减持
—
Alphabet Inc Cap Stock Cl C
+$354.0K
17,045
-0%
增持
—
Enbridge Inc
+$283.0K
172,353
+1%
减持
—
Exxon Mobil Corp
-$274.0K
14,929
-6%
增持
—
Sunoco LP
-$272.0K
144,429
+5%
减持
BATRA
Atlanta Braves Hldgs Inc Com S
+$249.0K
62,744
-3%
清仓
—
Merck & Co Inc
-$247.0K
0
-100%
减持
JNJ
Johnson & Johnson
-$234.0K
17,832
-0%
清仓
DOW
Dow Inc
-$216.0K
0
-100%
增持
—
HCA Inc
+$216.0K
4,653
+3%
清仓
—
GE Healthcare Technologies Inc
-$214.0K
0
-100%
增持
PAA
Plains All American Pipeline L
-$210.0K
2,557,762
+9%
建仓
AXP
American Express Co
+$204.0K
640
减持
AZO
AutoZone Inc
-$203.0K
1,946
-0%
减持
KO
Coca-Cola Co
-$195.0K
40,747
-5%
增持
PSX
Phillips 66
-$188.0K
152,444
+2%
增持
LULU
Lululemon Athletica Inc
-$178.0K
4,152
+1%
增持
CVX
Chevron Corp
-$142.0K
7,515
+3%
减持
VFIAX
Vanguard 500 Index Admir
-$140.0K
570
-37%
减持
HWC
Hancock Whitney Corporation
+$122.0K
33,020
-2%
减持
PG
Procter & Gamble Co
-$114.0K
9,663
-0%
减持
—
Target Corp
-$105.0K
6,935
-8%
增持
BA
Boeing Co
+$99.0K
2,437
+1%
减持
—
Marathon Petroleum Corp
-$98.0K
2,315
-30%
增持
—
Banco Bilbao Vizcaya Argentari
+$94.0K
44,900
+3%
减持
—
MasterCard Inc Cl A
+$91.0K
12,030
-1%
减持
—
Cadence Bank Com
-$76.0K
10,000
-23%
增持
SBUX
Starbucks Corp
-$63.0K
19,055
+3%
增持
—
Apollo Global Mgmt Inc
+$54.0K
2,543
+13%
增持
HD
Home Depot Inc
+$47.0K
1,061
+14%
减持
CL
Colgate Palmolive Co
-$40.0K
8,328
-2%
减持
—
DuPont de Nemours Inc
-$39.0K
3,683
-6%
减持
INTC
Intel Corp
-$25.0K
30,805
-2%
减持
—
Corteva Inc
+$22.0K
3,532
-8%
增持
SHW
Sherwin Williams Co
+$22.0K
3,297
+4%
减持
—
Costco Wholesale Corp
+$20.0K
775
-2%
减持
—
Visa Inc Cl A
-$18.0K
27,839
-1%
减持
—
Salesforce.com Inc
+$12.0K
7,900
-1%
减持
—
JPMorgan Chase & Co
+$11.0K
1,571
-13%
减持
—
Medifast Inc
-$8.0K
14,740
-8%
减持
SO
Southern Co
-$5.0K
2,600
-2%
清仓
—
Stem Inc
-$4.0K
0
-100%