CHICKASAW CAPITAL MANAGEMENT LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Targa Resources Corp | 1,825,558 | 1,834,117 | +8,559 | 305,854 | 338,395 | +32,541 |
| MPLX LP | 5,611,824 | 5,429,906 | -181,918 | 280,311 | 289,794 | +9,483 |
| Plains GP Holdings | 8,832,780 | 8,819,184 | -13,596 | 161,110 | 168,799 | +7,689 |
| Uber Technologies Inc | 0 | 36,163 | +36,163 | 0 | 2,955 | +2,955 |
| Plains All American Pipeline L | 2,736,622 | 2,721,420 | -15,202 | 46,687 | 48,877 | +2,190 |
| Apple Inc | 128,843 | 127,794 | -1,049 | 32,807 | 34,742 | +1,935 |
| Dt Midstream Inc Common Stock | 279,219 | 279,940 | +721 | 31,569 | 33,503 | +1,934 |
| Alphabet Inc Cap Stock Cl A | 26,008 | 26,262 | +254 | 6,323 | 8,220 | +1,897 |
| ONEOK Inc | 2,703,955 | 2,709,534 | +5,579 | 197,308 | 199,151 | +1,843 |
| Oakworth Cap Inc | 197,699 | 197,699 | 0 | 6,399 | 7,611 | +1,212 |
| Alphabet Inc Cap Stock Cl C | 16,980 | 17,011 | +31 | 4,135 | 5,338 | +1,203 |
| Wal Mart Stores Inc | 91,196 | 91,550 | +354 | 9,399 | 10,200 | +801 |
| Amazon.com Inc | 31,304 | 32,637 | +1,333 | 6,873 | 7,533 | +660 |
| Antero Midstream Corp | 1,261,933 | 1,409,183 | +147,250 | 24,532 | 25,069 | +537 |
| Sunoco LP | 228,429 | 227,298 | -1,131 | 11,424 | 11,913 | +489 |
| Alps Etf Tr Alerian Mlp | 0 | 9,550 | +9,550 | 0 | 449 | +449 |
| Samsung Electronic KRW | 15,000 | 15,000 | 0 | 897 | 1,248 | +351 |
| Johnson & Johnson | 17,753 | 17,553 | -200 | 3,292 | 3,633 | +341 |
| Visa Inc Cl A | 28,844 | 28,954 | +110 | 9,847 | 10,154 | +307 |
| Merck & Co Inc | 0 | 2,363 | +2,363 | 0 | 249 | +249 |
| GE Healthcare Technologies Inc | 0 | 2,649 | +2,649 | 0 | 217 | +217 |
| Washington Mutual Invs Fund In | 0 | 3,098 | +3,098 | 0 | 202 | +202 |
| Banco Bilbao Vizcaya Argentari | 44,900 | 45,536 | +636 | 864 | 1,061 | +197 |
| Hess Midstream LP Cl A | 118,663 | 124,544 | +5,881 | 4,100 | 4,297 | +197 |
| HCA Inc | 4,651 | 4,596 | -55 | 1,982 | 2,146 | +164 |
| MasterCard Inc Cl A | 11,893 | 12,129 | +236 | 6,765 | 6,924 | +159 |
| Caterpillar Inc | 1,500 | 1,500 | 0 | 716 | 859 | +143 |
| Coca-Cola Co | 40,747 | 40,532 | -215 | 2,702 | 2,834 | +132 |
| Exxon Mobil Corp | 14,792 | 14,792 | 0 | 1,668 | 1,780 | +112 |
| Lululemon Athletica Inc | 3,852 | 3,768 | -84 | 685 | 783 | +98 |
| Maingate MLP Fund Class I | 1,219,041 | 1,230,898 | +11,857 | 12,227 | 12,309 | +82 |
| GE Vernova Inc | 2,423 | 2,403 | -20 | 1,490 | 1,571 | +81 |
| Comstock Resources Inc | 21,450 | 21,710 | +260 | 425 | 503 | +78 |
| Rentokil Initial GBP | 64,350 | 64,350 | 0 | 326 | 387 | +61 |
| SPDR S&P 500 ETF TR | 3,693 | 3,693 | 0 | 2,460 | 2,518 | +58 |
| On Holding AG Namen AKT A | 15,455 | 15,130 | -325 | 655 | 703 | +48 |
| American Express Co | 640 | 694 | +54 | 213 | 257 | +44 |
| Intel Corp | 29,805 | 28,205 | -1,600 | 1,000 | 1,041 | +41 |
| Hancock Whitney Corporation | 33,020 | 33,020 | 0 | 2,067 | 2,103 | +36 |
| Nestle SA Nom | 4,250 | 4,250 | 0 | 393 | 423 | +30 |
| Apollo Global Mgmt Inc | 2,543 | 2,543 | 0 | 339 | 368 | +29 |
| Bank of America Corporation | 7,500 | 7,500 | 0 | 387 | 412 | +25 |
| PepsiCo Inc | 4,575 | 4,639 | +64 | 643 | 666 | +23 |
| MGIC Inv Corp WI | 21,500 | 21,500 | 0 | 610 | 628 | +18 |
| Origin Bancorp Inc | 21,400 | 20,110 | -1,290 | 739 | 756 | +17 |
| First Horizon Natl Corp | 12,319 | 12,319 | 0 | 279 | 294 | +15 |
| Costco Wholesale Corp | 775 | 846 | +71 | 717 | 730 | +13 |
| Expand Energy Corp | 3,034 | 3,034 | 0 | 322 | 335 | +13 |
| International Business Machine | 850 | 850 | 0 | 240 | 252 | +12 |
| JPMorgan Chase & Co | 1,571 | 1,566 | -5 | 496 | 505 | +9 |
| Mid-America Apt Communities In | 2,000 | 2,000 | 0 | 279 | 278 | -1 |
| NVIDIA Corp | 64,113 | 64,120 | +7 | 11,962 | 11,958 | -4 |
| EQT Corp | 7,000 | 7,000 | 0 | 381 | 375 | -6 |
| SLM Corp | 9,500 | 9,500 | 0 | 263 | 257 | -6 |
| UnitedHealth Group Inc | 9,428 | 9,842 | +414 | 3,255 | 3,249 | -6 |
| Colgate Palmolive Co | 8,328 | 8,328 | 0 | 666 | 658 | -8 |
| Cadence Bank Com | 10,000 | 8,500 | -1,500 | 375 | 364 | -11 |
| Southern Co | 2,600 | 2,600 | 0 | 246 | 227 | -19 |
| Chevron Corp | 7,515 | 7,515 | 0 | 1,167 | 1,145 | -22 |
| Philip Morris Intl Inc | 14,175 | 14,175 | 0 | 2,299 | 2,274 | -25 |
| Antero Resources Corp | 10,540 | 9,500 | -1,040 | 354 | 327 | -27 |
| Pembina Pipeline Corp | 24,000 | 24,000 | 0 | 971 | 913 | -58 |
| HF Sinclair Corporation Com | 10,000 | 10,000 | 0 | 523 | 461 | -62 |
| Target Corp | 6,815 | 5,600 | -1,215 | 611 | 547 | -64 |
| Home Depot Inc | 1,071 | 1,071 | 0 | 434 | 369 | -65 |
| Sherwin Williams Co | 3,297 | 3,317 | +20 | 1,142 | 1,075 | -67 |
| Boeing Co | 2,382 | 2,052 | -330 | 514 | 446 | -68 |
| GE AEROSPACE COM NEW | 9,090 | 8,615 | -475 | 2,734 | 2,654 | -80 |
| Starbucks Corp | 19,050 | 18,191 | -859 | 1,612 | 1,532 | -80 |
| Nike Inc Cl B | 4,210 | 3,290 | -920 | 294 | 210 | -84 |
| TC Energy Corp | 10,403 | 8,602 | -1,801 | 566 | 473 | -93 |
| Procter & Gamble Co | 9,663 | 9,683 | +20 | 1,485 | 1,388 | -97 |
| Marathon Petroleum Corp | 2,315 | 2,000 | -315 | 446 | 325 | -121 |
| Coinbase Global Inc Cl A | 1,125 | 1,125 | 0 | 380 | 254 | -126 |
| Cheniere Energy Partners LP | 14,922 | 12,613 | -2,309 | 803 | 675 | -128 |
| Dominion Energy Inc | 12,544 | 10,872 | -1,672 | 767 | 637 | -130 |
| KKR & Co Inc Cl A | 100,127 | 100,873 | +746 | 13,012 | 12,859 | -153 |
| Blackstone Group Inc Cl A | 16,189 | 16,747 | +558 | 2,766 | 2,581 | -185 |
| Atlanta Braves Hldgs Inc Com S | 62,744 | 62,744 | 0 | 2,853 | 2,666 | -187 |
| Altria Group Inc | 3,200 | 0 | -3,200 | 211 | 0 | -211 |
| Columbia Acorn Tr Fund Cl A | 27,155 | 0 | -27,155 | 240 | 0 | -240 |
| Meta Platforms Inc Cl A | 7,210 | 7,600 | +390 | 5,295 | 5,017 | -278 |
| Vanguard 500 Index Admir | 485 | 0 | -485 | 299 | 0 | -299 |
| Enbridge Inc | 175,311 | 177,280 | +1,969 | 8,846 | 8,479 | -367 |
| Fiserv Inc | 3,114 | 0 | -3,114 | 401 | 0 | -401 |
| Kinder Morgan Inc | 791,059 | 792,141 | +1,082 | 22,395 | 21,776 | -619 |
| Microsoft Corp | 27,735 | 28,142 | +407 | 14,365 | 13,610 | -755 |
| Enterprise Products Partners L | 4,960,865 | 4,805,291 | -155,574 | 155,126 | 154,058 | -1,068 |
| Phillips 66 | 144,591 | 143,779 | -812 | 19,667 | 18,553 | -1,114 |
| Salesforce.com Inc | 6,330 | 0 | -6,330 | 1,500 | 0 | -1,500 |
| AutoZone Inc | 1,943 | 1,972 | +29 | 8,336 | 6,688 | -1,648 |
| Oracle Corp | 22,991 | 23,173 | +182 | 6,466 | 4,517 | -1,949 |
| Genesis Energy LP | 2,845,825 | 2,799,160 | -46,665 | 47,554 | 43,667 | -3,887 |
| Kinetik Holdings Inc Cl A | 1,098,447 | 1,137,460 | +39,013 | 46,948 | 41,005 | -5,943 |
| Western Midstream Partners LP | 5,859,619 | 5,655,505 | -204,114 | 230,224 | 223,392 | -6,832 |
| Energy Transfer LP | 15,715,688 | 15,496,547 | -219,141 | 269,681 | 255,538 | -14,143 |
| Williams Cos Inc | 3,161,682 | 3,051,969 | -109,713 | 200,293 | 183,454 | -16,839 |
| Cheniere Energy Inc | 729,993 | 720,125 | -9,868 | 171,534 | 139,985 | -31,549 |