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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 72 项
建仓 8
增持 18
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
Targa Resources Corp
+$104.1M
1,764,758
-4%
增持
—
Cheniere Energy Inc
+$67.3M
730,598
+1%
减持
—
Energy Transfer LP
+$43.5M
15,494,678
-0%
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
—
Plains GP Holdings
+$41.8M
8,675,146
-2%
减持
WMB
Williams Cos Inc
+$35.3M
3,005,588
-2%
增持
PSX
Phillips 66
+$30.7M
270,230
+88%
减持
EPD
Enterprise Products Partners L
+$27.5M
4,798,337
-0%
增持
—
Dt Midstream Inc Common Stock
+$19.2M
391,282
+40%
减持
OKE
ONEOK Inc
+$13.1M
2,347,628
-13%
减持
—
Kinetik Holdings Inc Cl A
-$12.4M
590,347
-48%
减持
PAA
Plains All American Pipeline L
+$10.4M
2,653,685
-2%
减持
—
MPLX LP
+$8.3M
5,222,687
-4%
减持
WES
Western Midstream Partners LP
+$6.2M
5,577,025
-1%
减持
—
Antero Midstream Corp
+$5.7M
1,347,581
-4%
增持
—
Kinder Morgan Inc
+$5.0M
797,163
+1%
减持
GEL
Genesis Energy LP
+$3.9M
2,670,272
-5%
建仓
—
USA Compression Partners LP
+$3.8M
139,000
减持
—
KKR & Co Inc Cl A
-$3.6M
100,304
-1%
减持
HESM
Hess Midstream LP Cl A
-$3.4M
23,455
-81%
增持
MSFT
Microsoft Corp
-$3.2M
28,190
+0%
减持
AAPL
Apple Inc
-$2.6M
126,751
-1%
增持
IMLPX
Maingate MLP Fund Class I
+$2.3M
1,237,413
+1%
减持
—
Visa Inc Cl A
-$1.5M
28,496
-2%
减持
—
Sunoco LP
+$1.3M
203,093
-11%
增持
JNJ
Johnson & Johnson
+$1.3M
20,068
+14%
增持
—
Oracle Corp
-$1.1M
23,399
+1%
减持
—
Enbridge Inc
+$1.1M
176,334
-1%
减持
WMT
Wal Mart Stores Inc
+$1.0M
90,120
-2%
减持
—
MasterCard Inc Cl A
-$872.0K
12,113
-0%
减持
—
NVIDIA Corp
-$818.0K
63,878
-0%
增持
AMZN
Amazon.com Inc
-$729.0K
32,671
+0%
增持
—
Alphabet Inc Cap Stock Cl A
-$662.0K
26,284
+0%
增持
—
Blackstone Group Inc Cl A
-$655.0K
16,750
+0%
增持
—
Marathon Petroleum Corp
+$652.0K
4,000
+100%
增持
—
Meta Platforms Inc Cl A
-$638.0K
7,654
+1%
建仓
VTV
Vanguard Index Funds Value ETF
+$589.0K
3,000
增持
—
UnitedHealth Group Inc
-$574.0K
9,884
+0%
建仓
VEU
Vanguard Intl Equity Index Fun
+$563.0K
7,500
减持
—
Alphabet Inc Cap Stock Cl C
-$523.0K
16,784
-1%
减持
—
Uber Technologies Inc
-$449.0K
34,841
-4%
清仓
—
Alps Etf Tr Alerian Mlp
-$449.0K
0
-100%
减持
—
GE Vernova Inc
+$402.0K
2,260
-6%
减持
CVX
Chevron Corp
+$392.0K
7,430
-1%
建仓
HBAN
Huntington Bancshares Inc
+$376.0K
24,037
清仓
—
Cadence Bank Com
-$364.0K
0
-100%
减持
GE
GE AEROSPACE COM NEW
-$360.0K
8,085
-6%
减持
BATRA
Atlanta Braves Hldgs Inc Com S
+$291.0K
62,709
-0%
清仓
—
Coinbase Global Inc Cl A
-$254.0K
0
-100%
建仓
—
Corteva Inc
+$245.0K
2,932
减持
KO
Coca-Cola Co
+$238.0K
40,392
-0%
减持
—
SPDR S&P 500 ETF TR
-$238.0K
3,506
-5%
建仓
—
Akamai Technologies Inc
+$230.0K
2,000
减持
LULU
Lululemon Athletica Inc
-$226.0K
3,637
-3%
减持
—
On Holding AG Namen AKT A
-$222.0K
14,125
-7%
建仓
VNQ
Vanguard Real Estate ETF
+$222.0K
2,500
清仓
—
GE Healthcare Technologies Inc
-$217.0K
0
-100%
建仓
—
Altria Group Inc
+$211.0K
3,200
清仓
NKE
Nike Inc Cl B
-$210.0K
0
-100%
清仓
AWSHX
Washington Mutual Invs Fund In
-$202.0K
0
-100%
增持
—
Costco Wholesale Corp
+$119.0K
852
+1%
增持
—
TC Energy Corp
+$118.0K
9,445
+10%
减持
—
Cheniere Energy Partners LP
+$106.0K
12,080
-4%
减持
DINO
HF Sinclair Corporation Com
+$101.0K
9,000
-10%
减持
SBUX
Starbucks Corp
+$93.0K
18,137
-0%
减持
—
Origin Bancorp Inc
+$76.0K
20,056
-0%
减持
PBA
Pembina Pipeline Corp
+$72.0K
22,000
-8%
增持
PEP
PepsiCo Inc
+$59.0K
4,668
+1%
减持
—
HCA Inc
-$47.0K
4,436
-3%
减持
AZO
AutoZone Inc
-$47.0K
1,966
-0%
增持
AXP
American Express Co
-$44.0K
705
+2%
减持
SHW
Sherwin Williams Co
-$29.0K
3,262
-2%
减持
PG
Procter & Gamble Co
-$11.0K
9,533
-2%