CHICKASAW CAPITAL MANAGEMENT LLC
MEMPHIS TN · SEC CIK 0001276460
$27.80亿2026Q2 申报市值
97持仓数
83.0%前十大占比 · 第一大 15.9%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LNG 加仓+$3,000.27万
KGS 新建仓+$1,825.70万
PSX 加仓+$402.05万
WMB 加仓+$172.10万
Oakworth Cap Inc 加仓+$96.00万
2026Q2 卖出最多 按季末市值估算
OKE 减仓-$3,890.65万
TRGP 减仓-$3,038.27万
GEL 减仓-$1,992.36万
KNTK 减仓-$398.83万
WES 减仓-$303.57万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRGP | Targa Resources Corp | $4.43亿 | 15.93% | 1,651,449 | -113,309 | -6.4% | -$3,038.27万 | 减仓 |
| ET | Energy Transfer LP | $2.94亿 | 10.56% | 15,361,046 | -133,632 | -0.9% | -$255.50万 | 减仓 |
| MPLX | MPLX LP | $2.94亿 | 10.56% | 5,211,734 | -10,953 | -0.2% | -$61.70万 | 减仓 |
| WES | Western Midstream Partners LP | $2.41亿 | 8.67% | 5,507,654 | -69,371 | -1.2% | -$303.57万 | 减仓 |
| WMB | Williams Cos Inc | $2.25亿 | 8.10% | 3,028,738 | 23,150 | 0.8% | $172.10万 | 加仓 |
| PAGP | Plains GP Holdings | $2.09亿 | 7.53% | 8,630,172 | -44,974 | -0.5% | -$109.15万 | 减仓 |
| LNG | Cheniere Energy Inc | $2.05亿 | 7.36% | 856,127 | 125,529 | 17.2% | $3,000.27万 | 加仓 |
| EPD | Enterprise Products Partners L | $1.74亿 | 6.25% | 4,727,610 | -70,727 | -1.5% | -$259.99万 | 减仓 |
| OKE | ONEOK Inc | $1.65亿 | 5.94% | 1,900,118 | -447,510 | -19.1% | -$3,890.65万 | 减仓 |
| PAA | Plains All American Pipeline L | $5,824.00万 | 2.09% | 2,616,369 | -37,316 | -1.4% | -$83.06万 | 减仓 |
| DTM | Dt Midstream Inc Common Stock | $5,558.40万 | 2.00% | 378,792 | -12,490 | -3.2% | -$183.28万 | 减仓 |
| PSX | Phillips 66 | $4,970.30万 | 1.79% | 294,013 | 23,783 | 8.8% | $402.05万 | 加仓 |
| AAPL | Apple Inc | $3,682.40万 | 1.32% | 127,261 | 510 | 0.4% | $14.76万 | 加仓 |
| AM | Antero Midstream Corp | $2,964.80万 | 1.07% | 1,303,214 | -44,367 | -3.3% | -$100.93万 | 减仓 |
| KNTK | Kinetik Holdings Inc Cl A | $2,454.90万 | 0.88% | 507,842 | -82,505 | -14.0% | -$398.83万 | 减仓 |
| KMI | Kinder Morgan Inc | $2,417.40万 | 0.87% | 756,153 | -41,010 | -5.1% | -$131.11万 | 减仓 |
| KGS | Kodiak Gas Services Inc | $1,825.70万 | 0.66% | 243,000 | 243,000 | — | $1,825.70万 | 新建仓 |
| GEL | Genesis Energy LP | $1,791.40万 | 0.64% | 1,264,224 | -1,406,048 | -52.7% | -$1,992.36万 | 减仓 |
| — | Maingate MLP Fund Class I | $1,471.60万 | 0.53% | 1,256,740 | 19,327 | 1.6% | $22.63万 | 加仓 |
| SUN | Sunoco LP | $1,299.10万 | 0.47% | 192,465 | -10,628 | -5.2% | -$71.74万 | 减仓 |
| NVDA | NVIDIA Corp | $1,283.90万 | 0.46% | 64,168 | 290 | 0.5% | $5.80万 | 加仓 |
| MSFT | Microsoft Corp | $1,059.00万 | 0.38% | 28,390 | 200 | 0.7% | $7.46万 | 加仓 |
| WMT | Wal Mart Stores Inc | $1,033.30万 | 0.37% | 91,235 | 1,115 | 1.2% | $12.63万 | 加仓 |
| V | Visa Inc Cl A | $985.70万 | 0.35% | 28,731 | 235 | 0.8% | $8.06万 | 加仓 |
| ENB | Enbridge Inc | $946.80万 | 0.34% | 174,663 | -1,671 | -0.9% | -$9.06万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stock Cl A | $943.10万 | 0.34% | 26,389 | 105 | 0.4% | $3.75万 | 加仓 |
| KKR | KKR & Co Inc Cl A | $920.10万 | 0.33% | 100,254 | -50 | -0.0% | -$4,589 | 减仓 |
| — | Oakworth Cap Inc | $855.20万 | 0.31% | 222,699 | 25,000 | 12.6% | $96.00万 | 加仓 |
| AMZN | Amazon.com Inc | $780.60万 | 0.28% | 32,751 | 80 | 0.2% | $1.91万 | 加仓 |
| AZO | AutoZone Inc | $638.50万 | 0.23% | 1,998 | 32 | 1.6% | $10.23万 | 加仓 |
| MA | MasterCard Inc Cl A | $633.90万 | 0.23% | 12,343 | 230 | 1.9% | $11.81万 | 加仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $623.90万 | 0.22% | 17,659 | 875 | 5.2% | $30.91万 | 加仓 |
| META | Meta Platforms Inc Cl A | $439.00万 | 0.16% | 7,794 | 140 | 1.8% | $7.89万 | 加仓 |
| JNJ | Johnson & Johnson | $435.50万 | 0.16% | 17,148 | -2,920 | -14.6% | -$74.16万 | 减仓 |
| USAC | USA Compression Partners LP | $427.50万 | 0.15% | 162,000 | 23,000 | 16.5% | $60.69万 | 加仓 |
| UNH | UnitedHealth Group Inc | $418.10万 | 0.15% | 10,059 | 175 | 1.8% | $7.27万 | 加仓 |
| INTC | Intel Corp | $393.80万 | 0.14% | 28,205 | 0 | 0.0% | — | 不变 |
| BATRA | Atlanta Braves Hldgs Inc Com S | $354.00万 | 0.13% | 62,864 | 155 | 0.2% | $8,728 | 加仓 |
| ORCL | Oracle Corp | $346.00万 | 0.12% | 23,609 | 210 | 0.9% | $3.08万 | 加仓 |
| KO | Coca-Cola Co | $333.20万 | 0.12% | 41,002 | 610 | 1.5% | $4.96万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $297.80万 | 0.11% | 7,968 | -117 | -1.4% | -$4.37万 | 减仓 |
| PM | Philip Morris Intl Inc | $263.70万 | 0.09% | 14,575 | 400 | 2.8% | $7.24万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $263.60万 | 0.09% | 3,530 | 24 | 0.7% | $1.79万 | 加仓 |
| GEV | GE Vernova Inc | $252.80万 | 0.09% | 2,152 | -108 | -4.8% | -$12.69万 | 减仓 |
| UBER | Uber Technologies Inc | $251.80万 | 0.09% | 34,891 | 50 | 0.1% | $3,608 | 加仓 |
| HWC | Hancock Whitney Corporation | $246.70万 | 0.09% | 33,020 | 0 | 0.0% | — | 不变 |
| SSNLF | Samsung Electronic KRW | $210.00万 | 0.08% | 15,000 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group Inc Cl A | $199.20万 | 0.07% | 16,930 | 180 | 1.1% | $2.12万 | 加仓 |
| — | Exxon Mobil Corp | $196.30万 | 0.07% | 14,357 | -435 | -2.9% | -$5.95万 | 减仓 |
| SBUX | Starbucks Corp | $191.10万 | 0.07% | 18,697 | 560 | 3.1% | $5.72万 | 加仓 |
| HCA | HCA Inc | $174.90万 | 0.06% | 4,486 | 50 | 1.1% | $1.95万 | 加仓 |
| CAT | Caterpillar Inc | $159.70万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $142.20万 | 0.05% | 9,698 | 165 | 1.7% | $2.42万 | 加仓 |
| CVX | Chevron Corp | $118.80万 | 0.04% | 7,170 | -260 | -3.5% | -$4.31万 | 减仓 |
| BBVA | Banco Bilbao Vizcaya Argentari | $117.10万 | 0.04% | 46,714 | 1,178 | 2.6% | $2.95万 | 加仓 |
| SHW | Sherwin Williams Co | $113.50万 | 0.04% | 3,297 | 35 | 1.1% | $1.20万 | 加仓 |
| OBK | Origin Bancorp Inc | $102.60万 | 0.04% | 20,056 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $89.10万 | 0.03% | 952 | 100 | 11.7% | $9.36万 | 加仓 |
| CL | Colgate Palmolive Co | $78.10万 | 0.03% | 8,518 | 190 | 2.3% | $1.74万 | 加仓 |
| TGT | Target Corp | $77.70万 | 0.03% | 5,950 | 350 | 6.2% | $4.57万 | 加仓 |
| MPC | Marathon Petroleum Corp | $76.70万 | 0.03% | 3,000 | -1,000 | -25.0% | -$25.57万 | 减仓 |
| D | Dominion Energy Inc | $74.20万 | 0.03% | 10,872 | 0 | 0.0% | — | 不变 |
| CQP | Cheniere Energy Partners LP | $68.10万 | 0.02% | 11,177 | -903 | -7.5% | -$5.50万 | 减仓 |
| PEP | PepsiCo Inc | $67.30万 | 0.02% | 4,968 | 300 | 6.4% | $4.06万 | 加仓 |
| JPM | JPMorgan Chase & Co | $61.90万 | 0.02% | 1,891 | 325 | 20.8% | $10.64万 | 加仓 |
| MTG | MGIC Inv Corp WI | $60.60万 | 0.02% | 21,500 | 0 | 0.0% | — | 不变 |
| TRP | TC Energy Corp | $51.70万 | 0.02% | 7,804 | -1,641 | -17.4% | -$10.87万 | 减仓 |
| ONON | On Holding AG Namen AKT A | $51.60万 | 0.02% | 14,555 | 430 | 3.0% | $1.52万 | 加仓 |
| HD | Home Depot Inc | $46.60万 | 0.02% | 1,321 | 250 | 23.3% | $8.82万 | 加仓 |
| BA | Boeing Co | $45.20万 | 0.02% | 2,087 | 35 | 1.7% | $7,580 | 加仓 |
| HESM | Hess Midstream LP Cl A | $45.10万 | 0.02% | 12,000 | -11,455 | -48.8% | -$43.05万 | 减仓 |
| — | Nestle SA Nom | $44.20万 | 0.02% | 4,250 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc | $43.50万 | 0.02% | 3,812 | 175 | 4.8% | $2.00万 | 加仓 |
| HBAN | Huntington Bancshares Inc | $42.60万 | 0.02% | 24,037 | 0 | 0.0% | — | 不变 |
| DINO | HF Sinclair Corporation Com | $41.80万 | 0.02% | 6,000 | -3,000 | -33.3% | -$20.90万 | 减仓 |
| BAC | Bank of America Corporation | $41.40万 | 0.01% | 7,270 | -230 | -3.1% | -$1.31万 | 减仓 |
| EQT | EQT Corp | $37.20万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| PBA | Pembina Pipeline Corp | $37.00万 | 0.01% | 8,000 | -14,000 | -63.6% | -$64.75万 | 减仓 |
| — | Rentokil Initial GBP | $36.40万 | 0.01% | 64,350 | 0 | 0.0% | — | 不变 |
| AR | Antero Resources Corp | $33.40万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| CRK | Comstock Resources Inc | $32.40万 | 0.01% | 21,710 | 0 | 0.0% | — | 不变 |
| FHN | First Horizon Natl Corp | $31.60万 | 0.01% | 12,319 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $30.60万 | 0.01% | 905 | 200 | 28.4% | $6.76万 | 加仓 |
| MRK | Merck & Co Inc | $30.40万 | 0.01% | 2,363 | 0 | 0.0% | — | 不变 |
| APO | Apollo Global Mgmt Inc | $30.10万 | 0.01% | 2,543 | 0 | 0.0% | — | 不变 |
| MAA | Mid-America Apt Communities In | $27.80万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EXE | Expand Energy Corp | $27.70万 | 0.01% | 3,034 | 0 | 0.0% | — | 不变 |
| HUM | Humana Inc | $26.50万 | 0.01% | 666 | 666 | — | $26.50万 | 新建仓 |
| CTVA | Corteva Inc | $25.30万 | 0.01% | 2,982 | 50 | 1.7% | $4,242 | 加仓 |
| SO | Southern Co | $24.90万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| SLM | SLM Corp | $24.60万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machine | $23.90万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| AKAM | Akamai Technologies Inc | $23.60万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $23.00万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| RY | Royal Bank of Canada Montreal | $22.80万 | 0.01% | 1,100 | 1,100 | — | $22.80万 | 新建仓 |
| — | Washington Mutual Invs Fund In | $21.70万 | 0.01% | 3,239 | 141 | 4.6% | $9,446 | 重新持有 |
| ABBV | Abbvie Inc | $20.10万 | 0.01% | 800 | 800 | — | $20.10万 | 新建仓 |
| VTV | Vanguard Index Funds Value ETF | $0 | 0.00% | 0 | -3,000 | -100.0% | -$58.90万 | 清仓 |
| VEU | Vanguard Intl Equity Index Fun | $0 | 0.00% | 0 | -7,500 | -100.0% | -$56.30万 | 清仓 |
| VNQ | Vanguard Real Estate ETF | $0 | 0.00% | 0 | -2,500 | -100.0% | -$22.20万 | 清仓 |