CHICKASAW CAPITAL MANAGEMENT LLC
Q2 2026 13F filing
Updated 58 days ago97 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TRGP Targa Resources Corp | $442.8M | 1.65M | 15.93% | Trimmed(-6.4%) |
| 2 | E ET-PI Energy Transfer LP | $293.7M | 15.36M | 10.56% | Trimmed(-0.9%) |
| 3 | M MPLXP MPLX LP | $293.6M | 5.21M | 10.56% | Trimmed(-0.2%) |
| 4 | ? N/A Western Midstream Partners LP | $241M | 5.51M | 8.67% | Trimmed(-1.2%) |
| 5 | F FBTC Williams Cos Inc | $225.2M | 3.03M | 8.10% | Added(+0.8%) |
| 6 | P PAGP Plains GP Holdings | $209.5M | 8.63M | 7.53% | Trimmed(-0.5%) |
| 7 | C CQP Cheniere Energy Inc | $204.6M | 856.1K | 7.36% | Added(+17.2%) |
| 8 | E EPDU Enterprise Products Partners L | $173.8M | 4.73M | 6.25% | Trimmed(-1.5%) |
| 9 | O OKE ONEOK Inc | $165.2M | 1.90M | 5.94% | Trimmed(-19.1%) |
| 10 | P PAAPU Plains All American Pipeline L | $58.2M | 2.62M | 2.09% | Trimmed(-1.4%) |
| 11 | ? N/A Dt Midstream Inc Common Stock | $55.6M | 378.8K | 2.00% | Trimmed(-3.2%) |
| 12 | P PSX Phillips 66 | $49.7M | 294.0K | 1.79% | Added(+8.8%) |
| 13 | A AAPL Apple Inc | $36.8M | 127.3K | 1.32% | Added(+0.4%) |
| 14 | A AM Antero Midstream Corp | $29.6M | 1.30M | 1.07% | Trimmed(-3.3%) |
| 15 | K KNTK Kinetik Holdings Inc Cl A | $24.5M | 507.8K | 0.88% | Trimmed(-14.0%) |
| 16 | E EP-PC Kinder Morgan Inc | $24.2M | 756.2K | 0.87% | Trimmed(-5.1%) |
| 17 | ? N/A Kodiak Gas Services Inc | $18.3M | 243.0K | 0.66% | — |
| 18 | G GEL Genesis Energy LP | $17.9M | 1.26M | 0.64% | Trimmed(-52.7%) |
| 19 | ? N/A Maingate MLP Fund Class I | $14.7M | 1.26M | 0.53% | Added(+1.6%) |
| 20 | S SUN Sunoco LP | $13M | 192.5K | 0.47% | Trimmed(-5.2%) |
| 21 | N NVDA NVIDIA Corp | $12.8M | 64.2K | 0.46% | Added(+0.5%) |
| 22 | M MSFT Microsoft Corp | $10.6M | 28.4K | 0.38% | Added(+0.7%) |
| 23 | W WMT Wal Mart Stores Inc | $10.3M | 91.2K | 0.37% | Added(+1.2%) |
| 24 | V V Visa Inc Cl A | $9.9M | 28.7K | 0.35% | Added(+0.8%) |
| 25 | E EBBGF Enbridge Inc | $9.5M | 174.7K | 0.34% | Trimmed(-0.9%) |
| 26 | G GOOGN Alphabet Inc Cap Stock Cl A | $9.4M | 26.4K | 0.34% | Added(+0.4%) |
| 27 | K KKRS KKR & Co Inc Cl A | $9.2M | 100.3K | 0.33% | Trimmed(-0.1%) |
| 28 | ? N/A Oakworth Cap Inc | $8.6M | 222.7K | 0.31% | Added(+12.7%) |
| 29 | A AMZN Amazon.com Inc | $7.8M | 32.8K | 0.28% | Added(+0.2%) |
| 30 | A AZO AutoZone Inc | $6.4M | 2.0K | 0.23% | Added(+1.6%) |
| 31 | M MA MasterCard Inc Cl A | $6.3M | 12.3K | 0.23% | Added(+1.9%) |
| 32 | G GOOGN Alphabet Inc Cap Stock Cl C | $6.2M | 17.7K | 0.22% | Added(+5.2%) |
| 33 | M META Meta Platforms Inc Cl A | $4.4M | 7.8K | 0.16% | Added(+1.8%) |
| 34 | J JNJ Johnson & Johnson | $4.4M | 17.1K | 0.16% | Trimmed(-14.6%) |
| 35 | ? N/A USA Compression Partners LP | $4.3M | 162.0K | 0.15% | Added(+16.6%) |
| 36 | U UNH UnitedHealth Group Inc | $4.2M | 10.1K | 0.15% | Added(+1.8%) |
| 37 | I INTC Intel Corp | $3.9M | 28.2K | 0.14% | Unchanged |
| 38 | ? N/A Atlanta Braves Hldgs Inc Com S | $3.5M | 62.9K | 0.13% | Added(+0.3%) |
| 39 | O ORCL-PD Oracle Corp | $3.5M | 23.6K | 0.12% | Added(+0.9%) |
| 40 | K KO Coca-Cola Co | $3.3M | 41.0K | 0.12% | Added(+1.5%) |
| 41 | G GE GE AEROSPACE COM NEW | $3M | 8.0K | 0.11% | Trimmed(-1.4%) |
| 42 | P PM Philip Morris Intl Inc | $2.6M | 14.6K | 0.09% | Added(+2.8%) |
| 43 | S SPY SPDR S&P 500 ETF TR | $2.6M | 3.5K | 0.09% | Added(+0.7%) |
| 44 | G GEV GE Vernova Inc | $2.5M | 2.2K | 0.09% | Trimmed(-4.8%) |
| 45 | U UBER Uber Technologies Inc | $2.5M | 34.9K | 0.09% | Added(+0.1%) |
| 46 | H HWCPZ Hancock Whitney Corporation | $2.5M | 33.0K | 0.09% | Unchanged |
| 47 | ? N/A Samsung Electronic KRW | $2.1M | 15.0K | 0.08% | Unchanged |
| 48 | B BX Blackstone Group Inc Cl A | $2M | 16.9K | 0.07% | Added(+1.1%) |
| 49 | X XOM Exxon Mobil Corp | $2M | 14.4K | 0.07% | Trimmed(-2.9%) |
| 50 | S SBUX Starbucks Corp | $1.9M | 18.7K | 0.07% | Added(+3.1%) |