Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHICKASAW CAPITAL MANAGEMENT LLC (CIK 1276460) reported $2.83B across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TRGP ($442.5M, 15.64%), ET ($299.0M, 10.57%), MPLX ($298.1M, 10.54%), WES ($229.6M, 8.12%), WMB ($218.7M, 7.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources Corp | $442.5M | 15.64% | 1.8M | Trimmed |
| 2 | ET | Energy Transfer LP | $299.0M | 10.57% | 15.5M | Trimmed |
| 3 | MPLX | MPLX LP | $298.1M | 10.54% | 5.2M | Trimmed |
| 4 | WES | Western Midstream Partners LP | $229.6M | 8.12% | 5.6M | Trimmed |
| 5 | WMB | Williams Cos Inc | $218.7M | 7.73% | 3.0M | Trimmed |
| 6 | OKE | ONEOK Inc | $212.2M | 7.50% | 2.3M | Trimmed |
| 7 | PAGP | Plains GP Holdings | $210.6M | 7.45% | 8.7M | Trimmed |
| 8 | LNG | Cheniere Energy Inc | $207.3M | 7.33% | 730,598 | Added |
| 9 | EPD | Enterprise Products Partners L | $181.6M | 6.42% | 4.8M | Trimmed |
| 10 | PAA | Plains All American Pipeline L | $59.3M | 2.09% | 2.7M | Trimmed |
| 11 | DTM | Dt Midstream Inc Common Stock | $52.7M | 1.86% | 391,282 | Added |
| 12 | PSX | Phillips 66 | $49.2M | 1.74% | 270,230 | Added |
| 13 | GEL | Genesis Energy LP | $47.6M | 1.68% | 2.7M | Trimmed |
| 14 | AAPL | Apple Inc | $32.2M | 1.14% | 126,751 | Trimmed |
| 15 | AM | Antero Midstream Corp | $30.7M | 1.09% | 1.3M | Trimmed |
| 16 | KNTK | Kinetik Holdings Inc Cl A | $28.6M | 1.01% | 590,347 | Trimmed |
| 17 | KMI | Kinder Morgan Inc | $26.7M | 0.94% | 797,163 | Added |
| 18 | IMLPX | Maingate MLP Fund Class I | $14.6M | 0.52% | 1.2M | Added |
| 19 | SUN | Sunoco LP | $13.2M | 0.47% | 203,093 | Trimmed |
| 20 | WMT | Wal Mart Stores Inc | $11.2M | 0.40% | 90,120 | Trimmed |
| 21 | NVDA | NVIDIA Corp | $11.1M | 0.39% | 63,878 | Trimmed |
| 22 | MSFT | Microsoft Corp | $10.4M | 0.37% | 28,190 | Added |
| 23 | ENB | Enbridge Inc | $9.5M | 0.34% | 176,334 | Trimmed |
| 24 | KKR | KKR & Co Inc Cl A | $9.3M | 0.33% | 100,304 | Trimmed |
| 25 | V | Visa Inc Cl A | $8.6M | 0.30% | 28,496 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31