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 $2.78B across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TRGP ($442.8M, 15.93%), MPLX ($293.6M, 10.56%), ET ($293.7M, 10.56%), WES ($241.0M, 8.67%), WMB ($225.2M, 8.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources Corp | $442.8M | 15.93% | 1.7M | Trimmed |
| 2 | MPLX | MPLX LP | $293.6M | 10.56% | 5.2M | Trimmed |
| 3 | ET | Energy Transfer LP | $293.7M | 10.56% | 15.4M | Trimmed |
| 4 | WES | Western Midstream Partners LP | $241.0M | 8.67% | 5.5M | Trimmed |
| 5 | WMB | Williams Cos Inc | $225.2M | 8.10% | 3.0M | Added |
| 6 | PAGP | Plains GP Holdings | $209.5M | 7.53% | 8.6M | Trimmed |
| 7 | LNG | Cheniere Energy Inc | $204.6M | 7.36% | 856,127 | Added |
| 8 | EPD | Enterprise Products Partners L | $173.8M | 6.25% | 4.7M | Trimmed |
| 9 | OKE | ONEOK Inc | $165.2M | 5.94% | 1.9M | Trimmed |
| 10 | PAA | Plains All American Pipeline L | $58.2M | 2.09% | 2.6M | Trimmed |
| 11 | DTM | Dt Midstream Inc Common Stock | $55.6M | 2.00% | 378,792 | Trimmed |
| 12 | PSX | Phillips 66 | $49.7M | 1.79% | 294,013 | Added |
| 13 | AAPL | Apple Inc | $36.8M | 1.32% | 127,261 | Added |
| 14 | AM | Antero Midstream Corp | $29.6M | 1.07% | 1.3M | Trimmed |
| 15 | KNTK | Kinetik Holdings Inc Cl A | $24.5M | 0.88% | 507,842 | Trimmed |
| 16 | KMI | Kinder Morgan Inc | $24.2M | 0.87% | 756,153 | Trimmed |
| 17 | KGS | Kodiak Gas Services Inc | $18.3M | 0.66% | 243,000 | New |
| 18 | GEL | Genesis Energy LP | $17.9M | 0.64% | 1.3M | Trimmed |
| 19 | IMLPX | Maingate MLP Fund Class I | $14.7M | 0.53% | 1.3M | Added |
| 20 | SUN | Sunoco LP | $13.0M | 0.47% | 192,465 | Trimmed |
| 21 | NVDA | NVIDIA Corp | $12.8M | 0.46% | 64,168 | Added |
| 22 | MSFT | Microsoft Corp | $10.6M | 0.38% | 28,390 | Added |
| 23 | WMT | Wal Mart Stores Inc | $10.3M | 0.37% | 91,235 | Added |
| 24 | V | Visa Inc Cl A | $9.9M | 0.35% | 28,731 | Added |
| 25 | ENB | Enbridge Inc | $9.5M | 0.34% | 174,663 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30