Chickasaw Capital Management LLC

13F filer · CIK 0001276460

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$2.78BU.S. long equity reported on 13F

Positions934 new · 0 closed

Net flow last quarter-$53.3MBuys minus sells

Top 10 positions weight83.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202693 positions
TRGPTarga Resources Corp.	$443M	15.93%	0.77%	-6.4%	Q2 2013
ETEnergy Transfer LP	$294M	10.56%	0.45%	-0.9%	Q2 2013
MPLXMPLX LP	$294M	10.56%	0.51%	-0.2%	Q2 2013
WESWestern Midstream Partners, LP	$241M	8.67%	1.40%	-1.2%	Q2 2013
WMBWilliams Companies, Inc.	$225M	8.10%	0.25%	+0.8%	Q2 2013
PAGPPlains GP Holdings LP	$209M	7.53%	4.36%	-0.5%	Q4 2013
LNGCheniere Energy, Inc.	$205M	7.36%	0.41%	+17.2%	Q4 2019
EPDEnterprise Products Partners L.P.	$174M	6.25%	0.22%	-1.5%	Q2 2013
OKEOneok Inc	$165M	5.94%	0.30%	-19.1%	Q2 2016
PAAPlains All American Pipeline LP	$58.2M	2.09%	0.37%	-1.4%	Q2 2013
DTMDT Midstream, Inc.	$55.6M	2.00%	0.37%	-3.2%	Q1 2023
PSXPhillips 66	$49.7M	1.79%	0.07%	+8.8%	Q1 2022
AAPLApple Inc.	$36.8M	1.32%	0.00%	+0.4%	Q2 2013
AMAntero Midstream Corp	$29.6M	1.07%	0.27%	-3.3%	Q4 2014
KNTKKinetik Holdings Inc.	$24.5M	0.88%	0.38%	-14.0%	Q2 2023
KMIKinder Morgan, Inc.	$24.2M	0.87%	0.03%	-5.1%	Q4 2018
KGSKodiak Gas Services, Inc.	$18.3M	0.66%	0.24%	New	Q2 2026
GELGenesis Energy LP	$17.9M	0.64%	1.43%	-52.7%	Q2 2013
SUNSunoco LP	$13M	0.47%	Not reported	-5.2%	Q3 2015
NVDANvidia Corp	$12.8M	0.46%	0.00%	+0.5%	Q4 2023
MSFTMicrosoft Corp	$10.6M	0.38%	0.00%	+0.7%	Q4 2015
WMTWalmart Inc.	$10.3M	0.37%	0.00%	+1.2%	Q2 2013
VVisa Inc.	$9.86M	0.35%	0.00%	+0.8%	Q2 2013
ENBEnbridge Inc	$9.47M	0.34%	0.01%	-1.0%	Q3 2013
GOOGLAlphabet Inc.	$9.43M	0.34%	0.00%	+0.4%	Q4 2023
KKRKKR & Co. Inc.	$9.2M	0.33%	0.01%	-0.1%	Q2 2013
OAKCOakworth Capital, Inc.	$8.55M	0.31%	Not reported	+12.7%	Q1 2023
AMZNAmazon Com Inc	$7.81M	0.28%	0.00%	+0.2%	Q1 2017
AZOAutozone Inc	$6.39M	0.23%	0.01%	+1.6%	Q3 2019
MAMastercard Inc	$6.34M	0.23%	0.00%	+1.9%	Q4 2013
GOOGAlphabet Inc.	$6.24M	0.22%	Not reported	+5.2%	Q1 2017
METAMeta Platforms, Inc.	$4.39M	0.16%	Not reported	+1.8%	Q1 2018
JNJJohnson & Johnson	$4.36M	0.16%	0.00%	-14.6%	Q2 2013
USACUSA Compression Partners, LP	$4.28M	0.15%	0.11%	+16.6%	Q1 2026
UNHUnitedhealth Group Inc	$4.18M	0.15%	0.00%	+1.8%	Q3 2018
INTCIntel Corp	$3.94M	0.14%	0.00%	Not reported	Q2 2013
BATRAAtlanta Braves Holdings, Inc.	$3.54M	0.13%	Not reported	+0.3%	Q3 2023
ORCLOracle Corp	$3.46M	0.12%	0.00%	+0.9%	Q2 2013
KOCoca Cola Co	$3.33M	0.12%	0.00%	+1.5%	Q2 2013
GEGeneral Electric Co	$2.98M	0.11%	0.00%	-1.5%	Q3 2021
PMPhilip Morris International Inc.	$2.64M	0.09%	0.00%	+2.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.64M	0.09%	Not reported	+0.7%	Q1 2020
GEVGE Vernova Inc.	$2.53M	0.09%	0.00%	-4.8%	Q2 2024
UBERUber Technologies, Inc	$2.52M	0.09%	0.00%	+0.1%	Q4 2025
HWCHancock Whitney Corp	$2.47M	0.09%	0.04%	Not reported	Q2 2013
BXBlackstone Inc.	$1.99M	0.07%	0.00%	+1.1%	Q3 2013
XOMExxonMobil Holdings Corp	$1.96M	0.07%	0.00%	-2.9%	Q2 2013
SBUXStarbucks Corp	$1.91M	0.07%	0.00%	+3.1%	Q4 2013
HCAHCA Healthcare, Inc.	$1.75M	0.06%	0.00%	+1.1%	Q4 2023
CATCaterpillar Inc	$1.6M	0.06%	0.00%	Not reported	Q4 2014

Q1 2026Reported Apr 13, 202689 positions
TRGPTarga Resources Corp.	$442M	15.64%	0.82%	-3.8%	Q2 2013
ETEnergy Transfer LP	$299M	10.57%	0.45%	0.0%	Q2 2013
MPLXMPLX LP	$298M	10.54%	0.51%	-3.8%	Q2 2013
WESWestern Midstream Partners, LP	$230M	8.12%	1.42%	-1.4%	Q2 2013
WMBWilliams Companies, Inc.	$219M	7.73%	0.25%	-1.5%	Q2 2013
OKEOneok Inc	$212M	7.50%	0.37%	-13.4%	Q2 2016
PAGPPlains GP Holdings LP	$211M	7.45%	4.38%	-1.6%	Q4 2013
LNGCheniere Energy, Inc.	$207M	7.33%	0.35%	+1.5%	Q4 2019
EPDEnterprise Products Partners L.P.	$182M	6.42%	0.22%	-0.1%	Q2 2013
PAAPlains All American Pipeline LP	$59.3M	2.09%	0.38%	-2.5%	Q2 2013
DTMDT Midstream, Inc.	$52.7M	1.86%	0.38%	+39.8%	Q1 2023
PSXPhillips 66	$49.2M	1.74%	0.07%	+88.0%	Q1 2022
GELGenesis Energy LP	$47.6M	1.68%	3.01%	-4.6%	Q2 2013
AAPLApple Inc.	$32.2M	1.14%	0.00%	-0.8%	Q2 2013
AMAntero Midstream Corp	$30.7M	1.09%	0.28%	-4.4%	Q4 2014
KNTKKinetik Holdings Inc.	$28.6M	1.01%	0.45%	-48.1%	Q2 2023
KMIKinder Morgan, Inc.	$26.7M	0.94%	0.04%	+0.6%	Q4 2018
SUNSunoco LP	$13.2M	0.47%	Not reported	-10.7%	Q3 2015
WMTWalmart Inc.	$11.2M	0.40%	0.00%	-1.6%	Q2 2013
NVDANvidia Corp	$11.1M	0.39%	0.00%	-0.4%	Q4 2023
MSFTMicrosoft Corp	$10.4M	0.37%	0.00%	+0.2%	Q4 2015
ENBEnbridge Inc	$9.55M	0.34%	0.01%	-0.5%	Q3 2013
KKRKKR & Co. Inc.	$9.28M	0.33%	0.01%	-0.6%	Q2 2013
VVisa Inc.	$8.61M	0.30%	0.00%	-1.6%	Q2 2013
GOOGLAlphabet Inc.	$7.56M	0.27%	0.00%	+0.1%	Q4 2023
OAKCOakworth Capital, Inc.	$7.32M	0.26%	Not reported	Not reported	Q1 2023
AMZNAmazon Com Inc	$6.8M	0.24%	0.00%	+0.1%	Q1 2017
AZOAutozone Inc	$6.64M	0.23%	0.01%	-0.3%	Q3 2019
MAMastercard Inc	$6.05M	0.21%	0.00%	-0.1%	Q4 2013
JNJJohnson & Johnson	$4.91M	0.17%	0.00%	+14.3%	Q2 2013
GOOGAlphabet Inc.	$4.82M	0.17%	Not reported	-1.3%	Q1 2017
METAMeta Platforms, Inc.	$4.38M	0.15%	Not reported	+0.7%	Q1 2018
USACUSA Compression Partners, LP	$3.77M	0.13%	0.10%	New	Q1 2026
ORCLOracle Corp	$3.44M	0.12%	0.00%	+1.0%	Q2 2013
KOCoca Cola Co	$3.07M	0.11%	0.00%	-0.4%	Q2 2013
BATRAAtlanta Braves Holdings, Inc.	$2.96M	0.10%	Not reported	-0.1%	Q3 2023
UNHUnitedhealth Group Inc	$2.68M	0.09%	0.00%	+0.4%	Q3 2018
XOMExxonMobil Holdings Corp	$2.51M	0.09%	0.00%	Not reported	Q2 2013
UBERUber Technologies, Inc	$2.51M	0.09%	0.00%	-3.7%	Q4 2025
PMPhilip Morris International Inc.	$2.34M	0.08%	0.00%	Not reported	Q2 2013
GEGeneral Electric Co	$2.29M	0.08%	0.00%	-6.2%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$2.28M	0.08%	Not reported	-5.1%	Q1 2020
HWCHancock Whitney Corp	$2.1M	0.07%	0.04%	Not reported	Q2 2013
HCAHCA Healthcare, Inc.	$2.1M	0.07%	0.00%	-3.5%	Q4 2023
GEVGE Vernova Inc.	$1.97M	0.07%	0.00%	-6.0%	Q2 2024
BXBlackstone Inc.	$1.93M	0.07%	0.00%	0.0%	Q3 2013
SBUXStarbucks Corp	$1.63M	0.06%	0.00%	-0.3%	Q4 2013
CVXChevron Corp	$1.54M	0.05%	0.00%	-1.1%	Q2 2013
PGPROCTER & GAMBLE Co	$1.38M	0.05%	0.00%	-1.6%	Q2 2013
INTCIntel Corp	$1.25M	0.04%	0.00%	Not reported	Q2 2013

Q4 2025Reported Jan 12, 202688 positions
TRGPTarga Resources Corp.	$338M	13.95%	0.85%	+0.5%	Q2 2013
MPLXMPLX LP	$290M	11.94%	0.53%	-3.2%	Q2 2013
ETEnergy Transfer LP	$256M	10.53%	0.45%	-1.4%	Q2 2013
WESWestern Midstream Partners, LP	$223M	9.21%	1.39%	-3.5%	Q2 2013
OKEOneok Inc	$199M	8.21%	0.43%	+0.2%	Q2 2016
WMBWilliams Companies, Inc.	$183M	7.56%	0.25%	-3.5%	Q2 2013
PAGPPlains GP Holdings LP	$169M	6.96%	4.46%	-0.2%	Q4 2013
EPDEnterprise Products Partners L.P.	$154M	6.35%	0.22%	-3.1%	Q2 2013
LNGCheniere Energy, Inc.	$140M	5.77%	0.33%	-1.4%	Q4 2019
PAAPlains All American Pipeline LP	$48.9M	2.01%	0.39%	-0.6%	Q2 2013
GELGenesis Energy LP	$43.7M	1.80%	3.16%	-1.6%	Q2 2013
KNTKKinetik Holdings Inc.	$41M	1.69%	0.86%	+3.6%	Q2 2023
AAPLApple Inc.	$34.7M	1.43%	0.00%	-0.8%	Q2 2013
DTMDT Midstream, Inc.	$33.5M	1.38%	0.28%	+0.3%	Q1 2023
AMAntero Midstream Corp	$25.1M	1.03%	0.30%	+11.7%	Q4 2014
KMIKinder Morgan, Inc.	$21.8M	0.90%	0.04%	+0.1%	Q4 2018
PSXPhillips 66	$18.6M	0.76%	0.04%	-0.6%	Q1 2022
MSFTMicrosoft Corp	$13.6M	0.56%	0.00%	+1.5%	Q4 2015
KKRKKR & Co. Inc.	$12.9M	0.53%	0.01%	+0.8%	Q2 2013
NVDANvidia Corp	$12M	0.49%	0.00%	0.0%	Q4 2023
SUNSunoco LP	$11.9M	0.49%	Not reported	-0.5%	Q3 2015
WMTWalmart Inc.	$10.2M	0.42%	0.00%	+0.4%	Q2 2013
VVisa Inc.	$10.2M	0.42%	0.00%	+0.4%	Q2 2013
ENBEnbridge Inc	$8.48M	0.35%	0.01%	+1.1%	Q3 2013
GOOGLAlphabet Inc.	$8.22M	0.34%	0.00%	+1.0%	Q4 2023
OAKCOakworth Capital, Inc.	$7.61M	0.31%	Not reported	Not reported	Q1 2023
AMZNAmazon Com Inc	$7.53M	0.31%	0.00%	+4.3%	Q1 2017
MAMastercard Inc	$6.92M	0.29%	0.00%	+2.0%	Q4 2013
AZOAutozone Inc	$6.69M	0.28%	0.01%	+1.5%	Q3 2019
GOOGAlphabet Inc.	$5.34M	0.22%	Not reported	+0.2%	Q1 2017
METAMeta Platforms, Inc.	$5.02M	0.21%	Not reported	+5.4%	Q1 2018
ORCLOracle Corp	$4.52M	0.19%	0.00%	+0.8%	Q2 2013
HESMHess Midstream LP	$4.3M	0.18%	0.10%	+5.0%	Q4 2023
JNJJohnson & Johnson	$3.63M	0.15%	0.00%	-1.1%	Q2 2013
UNHUnitedhealth Group Inc	$3.25M	0.13%	0.00%	+4.4%	Q3 2018
UBERUber Technologies, Inc	$2.96M	0.12%	0.00%	New	Q4 2025
KOCoca Cola Co	$2.83M	0.12%	0.00%	-0.5%	Q2 2013
BATRAAtlanta Braves Holdings, Inc.	$2.67M	0.11%	Not reported	Not reported	Q3 2023
GEGeneral Electric Co	$2.65M	0.11%	0.00%	-5.2%	Q3 2021
BXBlackstone Inc.	$2.58M	0.11%	0.00%	+3.5%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$2.52M	0.10%	Not reported	Not reported	Q1 2020
PMPhilip Morris International Inc.	$2.27M	0.09%	0.00%	Not reported	Q2 2013
HCAHCA Healthcare, Inc.	$2.15M	0.09%	0.00%	-1.2%	Q4 2023
HWCHancock Whitney Corp	$2.1M	0.09%	0.04%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.78M	0.07%	0.00%	Not reported	Q2 2013
GEVGE Vernova Inc.	$1.57M	0.06%	0.00%	-0.8%	Q2 2024
SBUXStarbucks Corp	$1.53M	0.06%	0.00%	-4.5%	Q4 2013
PGPROCTER & GAMBLE Co	$1.39M	0.06%	0.00%	+0.2%	Q2 2013
CVXChevron Corp	$1.15M	0.05%	0.00%	Not reported	Q2 2013
SHWSherwin Williams Co	$1.08M	0.04%	0.00%	+0.6%	Q1 2021

Q3 2025Reported Oct 7, 202588 positions
TRGPTarga Resources Corp.	$306M	12.50%	0.85%	-0.3%	Q2 2013
MPLXMPLX LP	$280M	11.46%	0.55%	+2.2%	Q2 2013
ETEnergy Transfer LP	$270M	11.02%	0.46%	-2.7%	Q2 2013
WESWestern Midstream Partners, LP	$230M	9.41%	1.54%	-13.8%	Q2 2013
WMBWilliams Companies, Inc.	$200M	8.19%	0.26%	-4.3%	Q2 2013
OKEOneok Inc	$197M	8.06%	0.43%	+26.9%	Q2 2016
LNGCheniere Energy, Inc.	$172M	7.01%	0.33%	-3.4%	Q4 2019
PAGPPlains GP Holdings LP	$161M	6.58%	4.47%	+5.9%	Q4 2013
EPDEnterprise Products Partners L.P.	$155M	6.34%	0.23%	-10.1%	Q2 2013
GELGenesis Energy LP	$47.6M	1.94%	3.21%	-19.9%	Q2 2013
KNTKKinetik Holdings Inc.	$46.9M	1.92%	0.83%	+63.9%	Q2 2023
PAAPlains All American Pipeline LP	$46.7M	1.91%	0.39%	+7.0%	Q2 2013
AAPLApple Inc.	$32.8M	1.34%	0.00%	-0.4%	Q2 2013
DTMDT Midstream, Inc.	$31.6M	1.29%	0.27%	-10.9%	Q1 2023
AMAntero Midstream Corp	$24.5M	1.00%	0.26%	-26.1%	Q4 2014
KMIKinder Morgan, Inc.	$22.4M	0.92%	0.04%	-2.8%	Q4 2018
PSXPhillips 66	$19.7M	0.80%	0.04%	-5.2%	Q1 2022
MSFTMicrosoft Corp	$14.4M	0.59%	0.00%	0.0%	Q4 2015
KKRKKR & Co. Inc.	$13M	0.53%	0.01%	-0.2%	Q2 2013
NVDANvidia Corp	$12M	0.49%	0.00%	-0.2%	Q4 2023
SUNSunoco LP	$11.4M	0.47%	Not reported	+58.2%	Q3 2015
VVisa Inc.	$9.85M	0.40%	0.00%	+3.6%	Q2 2013
WMTWalmart Inc.	$9.4M	0.38%	0.00%	-0.2%	Q2 2013
ENBEnbridge Inc	$8.85M	0.36%	0.01%	+1.7%	Q3 2013
AZOAutozone Inc	$8.34M	0.34%	0.01%	-0.2%	Q3 2019
AMZNAmazon Com Inc	$6.87M	0.28%	0.00%	+0.9%	Q1 2017
MAMastercard Inc	$6.77M	0.28%	0.00%	-1.1%	Q4 2013
ORCLOracle Corp	$6.47M	0.26%	0.00%	-1.1%	Q2 2013
OAKCOakworth Capital, Inc.	$6.4M	0.26%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$6.32M	0.26%	0.00%	+4.3%	Q4 2023
METAMeta Platforms, Inc.	$5.3M	0.22%	Not reported	+1.8%	Q1 2018
GOOGAlphabet Inc.	$4.14M	0.17%	Not reported	-0.4%	Q1 2017
HESMHess Midstream LP	$4.1M	0.17%	0.09%	Not reported	Q4 2023
JNJJohnson & Johnson	$3.29M	0.13%	0.00%	-0.4%	Q2 2013
UNHUnitedhealth Group Inc	$3.26M	0.13%	0.00%	+3.2%	Q3 2018
BATRAAtlanta Braves Holdings, Inc.	$2.85M	0.12%	Not reported	Not reported	Q3 2023
BXBlackstone Inc.	$2.77M	0.11%	0.00%	0.0%	Q3 2013
GEGeneral Electric Co	$2.73M	0.11%	0.00%	-0.6%	Q3 2021
KOCoca Cola Co	$2.7M	0.11%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.46M	0.10%	Not reported	Not reported	Q1 2020
PMPhilip Morris International Inc.	$2.3M	0.09%	0.00%	Not reported	Q2 2013
HWCHancock Whitney Corp	$2.07M	0.08%	0.04%	Not reported	Q2 2013
HCAHCA Healthcare, Inc.	$1.98M	0.08%	0.00%	0.0%	Q4 2023
XOMExxonMobil Holdings Corp	$1.67M	0.07%	0.00%	-0.9%	Q2 2013
SBUXStarbucks Corp	$1.61M	0.07%	0.00%	0.0%	Q4 2013
CRMSalesforce, Inc.	$1.5M	0.06%	0.00%	-19.9%	Q4 2020
GEVGE Vernova Inc.	$1.49M	0.06%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$1.49M	0.06%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.17M	0.05%	0.00%	Not reported	Q2 2013
SHWSherwin Williams Co	$1.14M	0.05%	0.00%	Not reported	Q1 2021

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