Institutions / Chickasaw Capital Management LLC

Chickasaw Capital Management LLC

CIK 1276460 · Institution · as of Mar 31, 2026
Portfolio value
$2.83M
Positions
95
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.83M+16.6%
$2.83M$2.63M$2.43MQ4 '25Q1 '26

Positions

95+2.2%
959493Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 95 →
CompanyClassValueShares% of portfolio
Targa Resources Corp$442.5K1,764,75815.6%
Energy Transfer LP$299.0K15,494,67810.6%
Mplx LP$298.1K5,222,68710.5%
Western Midstream Partners LP$229.6K5,577,0258.1%
Williams Cos Inc/The$218.7K3,005,5887.7%
ONEOK Inc$212.2K2,347,6287.5%
Plains GP Holdings$210.6K8,675,1467.4%
Cheniere Energy Inc$207.3K730,5987.3%
Enterprise Products Partners L.P.EPDMLP$181.6K4,798,3376.4%
Plains All American Pipeline LP$59.3K2,653,6852.1%
Dt Midstream Inc Common Stock$52.7K391,2821.9%
Phillips 66$49.2K270,2301.7%
Genesis Energy LP$47.6K2,670,2721.7%
Apple Inc.$32.2K126,7511.1%
Antero Midstream Corp$30.7K1,347,5811.1%
Kinetik Holdings Inc Cl A$28.6K590,3471.0%
Kinder Morgan Inc$26.7K797,1630.9%
Maingate MLP Fund Class I$14.6K1,237,4130.5%
Sunoco LP$13.2K203,0930.5%
Walmart Inc.$11.2K90,1200.4%
NVIDIA Corp$11.1K63,8780.4%
Microsoft Corp$10.4K28,1900.4%
Enbridge Inc$9.5K176,3340.3%
KKR & Co Inc Cl A$9.3K100,3040.3%
Visa Inc Cl A$8.6K28,4960.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimONEOK Inc
Common stock
$-32.7K-362K
-13.36%
2,347,628
7.50% of portfolio
low
Q1 2026
as of
Trim02215l209
Common stock
$-26.5K-547K
-48.10%
590,347
1.01% of portfolio
low
Q1 2026
as of
AddPhillips 66
Common stock
$23.0K+126K
+87.95%
270,230
1.74% of portfolio
low
Q1 2026
as of
Trim87612g101
Common stock
$-17.4K-69K
-3.78%
1,764,758
15.64% of portfolio
low
Q1 2026
as of
Add23345m107
Common stock
$15.0K+111K
+39.77%
391,282
1.86% of portfolio
low
Q1 2026
as of
Trim55336v100
Common stock
$-11.8K-207K
-3.82%
5,222,687
10.54% of portfolio
low
Q1 2026
as of
TrimHess Midstream LP
Common stock
$-3.9K-101K
-81.17%
23,455
0.03% of portfolio
low
Q1 2026
as of
New90290n109
Common stock
$3.8K+139K
139,000
0.13% of portfolio
low
Q1 2026
as of
Trim72651a207
Common stock
$-3.5K-144K
-1.63%
8,675,146
7.45% of portfolio
low
Q1 2026
as of
TrimWilliams Cos Inc/The
Common stock
$-3.4K-46K
-1.52%
3,005,588
7.73% of portfolio
low