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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 72 项
建仓 5
增持 30
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
—
Targa Resources Corp
+$32.5M
1,834,117
+0%
减持
—
Cheniere Energy Inc
-$31.5M
720,125
-1%
减持
WMB
Williams Cos Inc
-$16.8M
3,051,969
-3%
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
—
Energy Transfer LP
-$14.1M
15,496,547
-1%
减持
—
MPLX LP
+$9.5M
5,429,906
-3%
减持
—
Plains GP Holdings
+$7.7M
8,819,184
-0%
减持
WES
Western Midstream Partners LP
-$6.8M
5,655,505
-3%
增持
—
Kinetik Holdings Inc Cl A
-$5.9M
1,137,460
+4%
减持
GEL
Genesis Energy LP
-$3.9M
2,799,160
-2%
建仓
—
Uber Technologies Inc
+$3.0M
36,163
减持
PAA
Plains All American Pipeline L
+$2.2M
2,721,420
-1%
增持
—
Oracle Corp
-$1.9M
23,173
+1%
减持
AAPL
Apple Inc
+$1.9M
127,794
-1%
增持
—
Dt Midstream Inc Common Stock
+$1.9M
279,940
+0%
增持
—
Alphabet Inc Cap Stock Cl A
+$1.9M
26,262
+1%
增持
OKE
ONEOK Inc
+$1.8M
2,709,534
+0%
增持
AZO
AutoZone Inc
-$1.6M
1,972
+1%
清仓
—
Salesforce.com Inc
-$1.5M
0
-100%
增持
—
Alphabet Inc Cap Stock Cl C
+$1.2M
17,011
+0%
减持
PSX
Phillips 66
-$1.1M
143,779
-1%
减持
EPD
Enterprise Products Partners L
-$1.1M
4,805,291
-3%
增持
WMT
Wal Mart Stores Inc
+$801.0K
91,550
+0%
增持
MSFT
Microsoft Corp
-$755.0K
28,142
+1%
增持
AMZN
Amazon.com Inc
+$660.0K
32,637
+4%
增持
—
Kinder Morgan Inc
-$619.0K
792,141
+0%
增持
—
Antero Midstream Corp
+$537.0K
1,409,183
+12%
减持
—
Sunoco LP
+$489.0K
227,298
-0%
建仓
—
Alps Etf Tr Alerian Mlp
+$449.0K
9,550
清仓
FISV
Fiserv Inc
-$401.0K
0
-100%
增持
—
Enbridge Inc
-$367.0K
177,280
+1%
减持
JNJ
Johnson & Johnson
+$341.0K
17,553
-1%
增持
—
Visa Inc Cl A
+$307.0K
28,954
+0%
清仓
VFIAX
Vanguard 500 Index Admir
-$299.0K
0
-100%
增持
—
Meta Platforms Inc Cl A
-$278.0K
7,600
+5%
建仓
—
Merck & Co Inc
+$249.0K
2,363
清仓
—
Columbia Acorn Tr Fund Cl A
-$240.0K
0
-100%
建仓
—
GE Healthcare Technologies Inc
+$217.0K
2,649
清仓
—
Altria Group Inc
-$211.0K
0
-100%
建仓
AWSHX
Washington Mutual Invs Fund In
+$202.0K
3,098
增持
—
Banco Bilbao Vizcaya Argentari
+$197.0K
45,536
+1%
增持
HESM
Hess Midstream LP Cl A
+$197.0K
124,544
+5%
增持
—
Blackstone Group Inc Cl A
-$185.0K
16,747
+3%
减持
—
HCA Inc
+$164.0K
4,596
-1%
增持
—
MasterCard Inc Cl A
+$159.0K
12,129
+2%
增持
—
KKR & Co Inc Cl A
-$153.0K
100,873
+1%
减持
KO
Coca-Cola Co
+$132.0K
40,532
-1%
减持
—
Dominion Energy Inc
-$130.0K
10,872
-13%
减持
—
Cheniere Energy Partners LP
-$128.0K
12,613
-15%
减持
—
Marathon Petroleum Corp
-$121.0K
2,000
-14%
减持
LULU
Lululemon Athletica Inc
+$98.0K
3,768
-2%
增持
PG
Procter & Gamble Co
-$97.0K
9,683
+0%
减持
—
TC Energy Corp
-$93.0K
8,602
-17%
减持
NKE
Nike Inc Cl B
-$84.0K
3,290
-22%
增持
IMLPX
Maingate MLP Fund Class I
+$82.0K
1,230,898
+1%
减持
—
GE Vernova Inc
+$81.0K
2,403
-1%
减持
GE
GE AEROSPACE COM NEW
-$80.0K
8,615
-5%
减持
SBUX
Starbucks Corp
-$80.0K
18,191
-5%
增持
CRK
Comstock Resources Inc
+$78.0K
21,710
+1%
减持
BA
Boeing Co
-$68.0K
2,052
-14%
增持
SHW
Sherwin Williams Co
-$67.0K
3,317
+1%
减持
—
Target Corp
-$64.0K
5,600
-18%
减持
—
On Holding AG Namen AKT A
+$48.0K
15,130
-2%
增持
AXP
American Express Co
+$44.0K
694
+8%
减持
INTC
Intel Corp
+$41.0K
28,205
-5%
减持
—
Antero Resources Corp
-$27.0K
9,500
-10%
增持
PEP
PepsiCo Inc
+$23.0K
4,639
+1%
减持
—
Origin Bancorp Inc
+$17.0K
20,110
-6%
增持
—
Costco Wholesale Corp
+$13.0K
846
+9%
减持
—
Cadence Bank Com
-$11.0K
8,500
-15%
减持
—
JPMorgan Chase & Co
+$9.0K
1,566
-0%
增持
—
UnitedHealth Group Inc
-$6.0K
9,842
+4%
增持
—
NVIDIA Corp
-$4.0K
64,120
+0%