Fund Holdings — CHICKASAW CAPITAL MANAGEMENT LLC

Total Portfolio Value
$2.83M
Total Bought
$140.4K
Total Sold
$333.9K
Net Transaction
-$193.5K
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
Targa Resources Corp(TRGP)1,834,1171,764,758-69,35933844215.64%+104
Cheniere Energy Inc(LNG)720,125730,598+10,4731402077.33%+67
Energy Transfer LP(ET)15,496,54715,494,678-1,86925629910.57%+44
Plains GP Holdings8,819,1848,675,146-144,0381692117.45%+42
Williams Cos Inc(WMB)3,051,9693,005,588-46,3811832197.73%+35
Phillips 66(PSX)143,779270,230+126,45119491.74%+31
Enterprise Products Partners L(EPD)4,805,2914,798,337-6,9541541826.42%+28
Dt Midstream Inc Common Stock(DTM)279,940391,282+111,34234531.86%+19
ONEOK Inc(OKE)2,709,5342,347,628-361,9061992127.50%+13
Plains All American Pipeline L(PAA)2,721,4202,653,685-67,73549592.09%+10
MPLX LP(MPLX)5,429,9065,222,687-207,21929029810.54%+8
Western Midstream Partners LP(WES)5,655,5055,577,025-78,4802232308.12%+6
Antero Midstream Corp(AM)1,409,1831,347,581-61,60225311.09%+6
Kinder Morgan Inc792,141797,163+5,02222270.94%+5
Genesis Energy LP(GEL)2,799,1602,670,272-128,88844481.68%+4
USA Compression Partners LP(USAC)0139,000+139,000040.13%+4
Maingate MLP Fund Class I1,230,8981,237,413+6,51512150.52%+2
Sunoco LP(SUN)227,298203,093-24,20512130.47%+1
Johnson & Johnson(JNJ)17,55320,068+2,515450.17%+1
Enbridge Inc(ENB)177,280176,334-9468100.34%+1
Wal Mart Stores Inc(WMT)91,55090,120-1,43010110.40%+1
Exxon Mobil Corp14,79214,7920230.09%+1
Marathon Petroleum Corp(MPC)2,0004,000+2,000010.03%+1
Vanguard Index Funds Value ETF03,000+3,000010.02%+1
Vanguard Intl Equity Index Fun07,500+7,500010.02%+1
GE Vernova Inc(GEV)2,4032,260-143220.07%0
Chevron Corp(CVX)7,5157,430-85120.05%0
Samsung Electronic KRW15,00015,0000120.06%0
Huntington Bancshares Inc(HBAN)024,037+24,037000.01%0
Atlanta Braves Hldgs Inc Com S62,74462,709-35330.10%0
Corteva Inc(CTVA)02,932+2,932000.01%0
Coca-Cola Co(KO)40,53240,392-140330.11%0
Akamai Technologies Inc(AKAM)02,000+2,000000.01%0
Vanguard Real Estate ETF02,500+2,500000.01%0
Altria Group Inc(MO)03,200+3,200000.01%0
Caterpillar Inc(CAT)1,5001,5000110.04%0
Intel Corp(INTC)28,20528,2050110.04%0
Target Corp(TGT)5,6005,6000110.02%0
Costco Wholesale Corp846852+6110.03%0
TC Energy Corp8,6029,445+843010.02%0
Cheniere Energy Partners LP(CQP)12,61312,080-533110.03%0
HF Sinclair Corporation Com(DINO)10,0009,000-1,000010.02%0
Starbucks Corp(SBUX)18,19118,137-54220.06%0
Antero Resources Corp(AR)9,5009,5000000.01%0
Origin Bancorp Inc(OBK)20,11020,056-54110.03%0
Pembina Pipeline Corp(PBA)24,00022,000-2,000110.03%0
EQT Corp(EQT)7,0007,0000000.02%0
Philip Morris Intl Inc(PM)14,17514,1750220.08%0
PepsiCo Inc(PEP)4,6394,668+29110.03%0
Colgate Palmolive Co(CL)8,3288,3280110.03%0
Dominion Energy Inc10,87210,8720110.02%0
Merck & Co Inc(MRK)2,3632,3630000.01%0
Southern Co(SO)2,6002,6000000.01%0
Rentokil Initial GBP64,35064,3500000.01%0
Expand Energy Corp(EXE)3,0343,0340000.01%-0
Nestle SA Nom4,2504,2500000.01%-0
Hancock Whitney Corporation(HWC)33,02033,0200220.07%-0
Procter & Gamble Co(PG)9,6839,533-150110.05%-0
First Horizon Natl Corp(FHN)12,31912,3190000.01%-0
Home Depot Inc(HD)1,0711,0710000.01%-0
Sherwin Williams Co(SHW)3,3173,262-55110.04%-0
Mid-America Apt Communities In2,0002,0000000.01%-0
Boeing Co(BA)2,0522,0520000.01%-0
American Express Co(AXP)694705+11000.01%-0
JPMorgan Chase & Co(JPM)1,5661,5660100.02%-0
Comstock Resources Inc(CRK)21,71021,7100100.02%-0
Bank of America Corporation7,5007,5000000.01%-0
International Business Machine(IBM)8508500000.01%-0
AutoZone Inc(AZO)1,9721,966-6770.23%-0
HCA Inc(HCA)4,5964,436-160220.07%-0
SLM Corp(SLM)9,5009,5000000.01%-0
MGIC Inv Corp WI(MTG)21,50021,5000110.02%-0
Banco Bilbao Vizcaya Argentari45,53645,5360110.03%-0
Apollo Global Mgmt Inc(APO)2,5432,5430000.01%-0
Washington Mutual Invs Fund In3,0980-3,09800—-0
Nike Inc Cl B(NKE)3,2900-3,29000—-0
GE Healthcare Technologies Inc2,6490-2,64900—-0
On Holding AG Namen AKT A15,13014,125-1,005100.02%-0
Lululemon Athletica Inc(LULU)3,7683,637-131110.02%-0
SPDR S&P 500 ETF TR3,6933,506-187320.08%-0
Coinbase Global Inc Cl A(COIN)1,1250-1,12500—-0
Oakworth Cap Inc197,699197,6990870.26%-0
GE AEROSPACE COM NEW(GE)8,6158,085-530320.08%-0
Cadence Bank Com8,5000-8,50000—-0
Uber Technologies Inc(UBER)36,16334,841-1,322330.09%-0
Alps Etf Tr Alerian Mlp9,5500-9,55000—-0
Alphabet Inc Cap Stock Cl C17,01116,784-227550.17%-1
UnitedHealth Group Inc(UNH)9,8429,884+42330.09%-1
Meta Platforms Inc Cl A(META)7,6007,654+54540.15%-1
Blackstone Group Inc Cl A16,74716,750+3320.07%-1
Alphabet Inc Cap Stock Cl A26,26226,284+22880.27%-1
Amazon.com Inc(AMZN)32,63732,671+34870.24%-1
NVIDIA Corp(NVDA)64,12063,878-24212110.39%-1
MasterCard Inc Cl A(MA)12,12912,113-16760.21%-1
Oracle Corp(ORCL)23,17323,399+226530.12%-1
Visa Inc Cl A(V)28,95428,496-4581090.30%-2
Apple Inc(AAPL)127,794126,751-1,04335321.14%-3
Microsoft Corp(MSFT)28,14228,190+4814100.37%-3
Hess Midstream LP Cl A(HESM)124,54423,455-101,089410.03%-3
KKR & Co Inc Cl A100,873100,304-5691390.33%-4
Page 1 of 2
CHICKASAW CAPITAL MANAGEMENT LLC — 13F Holdings — Q1 2026 | TickerTrail