CHICKASAW CAPITAL MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 2.447 B -2.86 %

Average holding period

29 ans

Performance

$ -1.194 B 88 340.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CHICKASAW CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TRGP Targa Resources Corp 12.50% 305.854 M $ 1825558 2013/06/30 -11.976 M $ -3.76 %
2025/09/30 MPLX MPLX LP 11.46% 280.311 M $ 5611824 2013/06/30 -8.567 M $ -3.03 %
2025/09/30 ET Energy Transfer LP 11.02% 269.681 M $ 15715688 2013/06/30 -15.674 M $ -5.35 %
2025/09/30 WES Western Midstream Partners LP 9.41% 230.224 M $ 5859619 2019/03/31 4.009 M $ 1.52 %
2025/09/30 WMB Williams Cos Inc 8.19% 200.293 M $ 3161682 2010/12/31 1.784 M $ 0.86 %
2025/09/30 OKE ONEOK Inc 8.06% 197.308 M $ 2703955 2022/12/31 -18.447 M $ -10.61 %
2025/09/30 LNG Cheniere Energy Inc 7.01% 171.534 M $ 729993 2021/12/31 -6.454 M $ -3.51 %
2025/09/30 PAGP Plains GP Holdings 6.58% 161.110 M $ 8832780 2016/12/31 -9.923 M $ -6.12 %
2025/09/30 EPD Enterprise Products Partners L 6.34% 155.126 M $ 4960865 2007/09/30 1.434 M $ 0.84 %
2025/09/30 GEL Genesis Energy LP 1.94% 47.554 M $ 2845825 2007/09/30 -1.847 M $ -3.02 %
2025/09/30 KNTK Kinetik Holdings Inc Cl A 1.92% 46.948 M $ 1098447 2023/06/30 -878.150 K $ -2.97 %
2025/09/30 PAA Plains All American Pipeline L 1.91% 46.687 M $ 2736622 2007/09/30 -3.223 M $ -6.88 %
2025/09/30 AAPL Apple Inc 1.34% 32.807 M $ 128843 2013/06/30 6.396 M $ 24.11 %
2025/09/30 DTM Dt Midstream Inc Common Stock 1.29% 31.569 M $ 279219 2023/03/31 987.109 K $ 2.87 %
2025/09/30 AM Antero Midstream Corp 1.00% 24.532 M $ 1261933 2019/03/31 836.768 K $ 2.59 %
2025/09/30 KMI Kinder Morgan Inc 0.92% 22.395 M $ 791059 2018/12/31 -887.410 K $ -3.71 %
2025/09/30 PSX Phillips 66 0.80% 19.667 M $ 144591 2022/03/31 2.549 M $ 14.01 %
2025/09/30 MSFT Microsoft Corp 0.59% 14.365 M $ 27735 2015/12/31 569.492 K $ 4.13 %
2025/09/30 KKR KKR & Co Inc Cl A 0.53% 13.012 M $ 100127 2018/09/30 -308.927 K $ -2.32 %
2025/09/30 Maingate MLP Fund Class I 0.50% 12.227 M $ 1219041 2011/09/30 -326.803 K $ -2.62 %
2025/09/30 NVDA NVIDIA Corp 0.49% 11.962 M $ 64113 2023/12/31 1.837 M $ 18.10 %
2025/09/30 SUN Sunoco LP 0.47% 11.424 M $ 228429 2024/06/30 -517.055 K $ -6.68 %
2025/09/30 V Visa Inc Cl A 0.40% 9.847 M $ 28844 2013/06/30 -380.559 K $ -3.85 %
2025/09/30 WMT Wal Mart Stores Inc 0.38% 9.399 M $ 91196 2007/09/30 482.565 K $ 5.40 %
2025/09/30 ENB Enbridge Inc 0.36% 8.846 M $ 175311 2019/09/30 885.894 K $ 11.34 %
2025/09/30 AZO AutoZone Inc 0.34% 8.336 M $ 1943 2019/09/30 1.125 M $ 15.57 %
2025/09/30 AMZN Amazon.com Inc 0.28% 6.873 M $ 31304 2017/03/31 5.582 K $ 0.08 %
2025/09/30 MA MasterCard Inc Cl A 0.28% 6.765 M $ 11893 2013/12/31 82.646 K $ 1.22 %
2025/09/30 ORCL Oracle Corp 0.26% 6.466 M $ 22991 2013/06/30 1.456 M $ 28.64 %
2025/09/30 Oakworth Cap Inc 0.26% 6.399 M $ 197699 2023/03/31 207.583 K $ 3.35 %
2025/09/30 GOOGL Alphabet Inc Cap Stock Cl A 0.26% 6.323 M $ 26008 2023/12/31 1.668 M $ 37.94 %
2025/09/30 META Meta Platforms Inc Cl A 0.22% 5.295 M $ 7210 2023/12/31 -26.285 K $ -0.50 %
2025/09/30 GOOG Alphabet Inc Cap Stock Cl C 0.17% 4.135 M $ 16980 2017/03/31 1.128 M $ 37.29 %
2025/09/30 HESM Hess Midstream LP Cl A 0.17% 4.100 M $ 118663 2023/12/31 -469.905 K $ -10.28 %
2025/09/30 JNJ Johnson & Johnson 0.13% 3.292 M $ 17753 2007/09/30 582.571 K $ 21.39 %
2025/09/30 UNH UnitedHealth Group Inc 0.13% 3.255 M $ 9428 2018/09/30 304.402 K $ 10.68 %
2025/09/30 BATRA Atlanta Braves Hldgs Inc Com S 0.12% 2.853 M $ 62744 2023/09/30 -234.662 K $ -7.60 %
2025/09/30 BX Blackstone Group Inc Cl A 0.11% 2.766 M $ 16189 2019/09/30 344.446 K $ 14.22 %
2025/09/30 GE GE AEROSPACE COM NEW 0.11% 2.734 M $ 9090 2021/09/30 396.950 K $ 16.87 %
2025/09/30 KO Coca-Cola Co 0.11% 2.702 M $ 40747 2009/06/30 -180.509 K $ -6.26 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.10% 2.460 M $ 3693 2020/03/31 178.482 K $ 7.82 %
2025/09/30 PM Philip Morris Intl Inc 0.09% 2.299 M $ 14175 2008/03/31 -282.507 K $ -10.94 %
2025/09/30 HWC Hancock Whitney Corporation 0.08% 2.067 M $ 33020 2007/09/30 172.034 K $ 9.08 %
2025/09/30 HCA HCA Inc 0.08% 1.982 M $ 4651 2023/12/31 200.544 K $ 11.25 %
2025/09/30 XOM Exxon Mobil Corp 0.07% 1.668 M $ 14792 2013/06/30 73.898 K $ 4.59 %
2025/09/30 SBUX Starbucks Corp 0.07% 1.612 M $ 19050 2013/12/31 -133.956 K $ -7.67 %
2025/09/30 CRM Salesforce.com Inc 0.06% 1.500 M $ 6330 2020/12/31 -281.951 K $ -13.09 %
2025/09/30 GEV GE Vernova Inc 0.06% 1.490 M $ 2423 2024/06/30 207.772 K $ 16.21 %
2025/09/30 PG Procter & Gamble Co 0.06% 1.485 M $ 9663 2007/09/30 -54.789 K $ -3.56 %
2025/09/30 CVX Chevron Corp 0.05% 1.167 M $ 7515 2007/09/30 90.931 K $ 8.45 %
2025/09/30 SHW Sherwin Williams Co 0.05% 1.142 M $ 3297 2023/12/31 9.561 K $ 0.84 %
2025/09/30 INTC Intel Corp 0.04% 1.000 M $ 29805 2007/06/30 343.475 K $ 49.78 %
2025/09/30 PBA Pembina Pipeline Corp 0.04% 971.000 K $ 24000 2023/12/31 70.800 K $ 7.87 %
2025/09/30 Samsung Electronic KRW 0.04% 897.000 K $ 15000 2016/06/30 232.049 K $ 34.89 %
2025/09/30 BBVA Banco Bilbao Vizcaya Argentari 0.04% 864.000 K $ 44900 2013/06/30 174.212 K $ 25.25 %
2025/09/30 CQP Cheniere Energy Partners LP 0.03% 803.000 K $ 14922 2025/06/30 -33.213 K $ -3.98 %
2025/09/30 D Dominion Energy Inc 0.03% 767.000 K $ 12544 2013/06/30 58.329 K $ 8.23 %
2025/09/30 OBK Origin Bancorp Inc 0.03% 739.000 K $ 21400 2025/03/31 -26.382 K $ -3.41 %
2025/09/30 COST Costco Wholesale Corp 0.03% 717.000 K $ 775 2015/03/31 -49.840 K $ -6.50 %
2025/09/30 CAT Caterpillar Inc 0.03% 716.000 K $ 1500 2020/09/30 133.410 K $ 22.92 %
2025/09/30 LULU Lululemon Athletica Inc 0.03% 685.000 K $ 3852 2017/06/30 -247.666 K $ -25.12 %
2025/09/30 CL Colgate Palmolive Co 0.03% 666.000 K $ 8328 2014/12/31 -91.274 K $ -12.06 %
2025/09/30 ONON On Holding AG Namen AKT A 0.03% 655.000 K $ 15455 2025/06/30 -148.991 K $ -18.65 %
2025/09/30 PEP PepsiCo Inc 0.03% 643.000 K $ 4575 2009/06/30 38.430 K $ 6.36 %
2025/09/30 TGT Target Corp 0.03% 611.000 K $ 6815 2014/06/30 -62.068 K $ -9.07 %
2025/09/30 MTG MGIC Inv Corp WI 0.02% 610.000 K $ 21500 2012/09/30 11.395 K $ 1.90 %
2025/09/30 TRP TC Energy Corp 0.02% 566.000 K $ 10403 2025/06/30 58.464 K $ 11.51 %
2025/09/30 DINO HF Sinclair Corporation Com 0.02% 523.000 K $ 10000 2025/06/30 112.600 K $ 27.40 %
2025/09/30 BA Boeing Co 0.02% 514.000 K $ 2382 2017/03/31 15.353 K $ 3.00 %
2025/09/30 JPM JPMorgan Chase & Co 0.02% 496.000 K $ 1571 2020/12/31 40.091 K $ 8.81 %
2025/09/30 MPC Marathon Petroleum Corp 0.02% 446.000 K $ 2315 2023/12/31 61.648 K $ 16.01 %
2025/09/30 HD Home Depot Inc 0.02% 434.000 K $ 1071 2020/06/30 40.901 K $ 10.51 %
2025/09/30 CRK Comstock Resources Inc 0.02% 425.000 K $ 21450 2024/03/31 -164.640 K $ -28.34 %
2025/09/30 FI Fiserv Inc 0.02% 401.000 K $ 3114 2024/03/31 -61.480 K $ -25.20 %
2025/09/30 NESN.SW Nestle SA Nom 0.02% 393.000 K $ 4250 2013/06/30 -24.480 K $ -5.87 %
2025/09/30 BAC Bank of America Corporation 0.02% 387.000 K $ 7500 2020/12/31 32.025 K $ 9.02 %
2025/09/30 EQT EQT Corp 0.02% 381.000 K $ 7000 2024/03/31 -27.230 K $ -6.67 %
2025/09/30 COIN Coinbase Global Inc Cl A 0.02% 380.000 K $ 1125 2023/12/31 -14.625 K $ -3.71 %
2025/09/30 CADE Cadence Bank Com 0.02% 375.000 K $ 10000 2024/06/30 55.599 K $ 17.38 %
2025/09/30 AR Antero Resources Corp 0.01% 354.000 K $ 10540 2024/03/31 -64.108 K $ -16.70 %
2025/09/30 APO Apollo Global Mgmt Inc 0.01% 339.000 K $ 2543 2023/09/30 -21.869 K $ -6.06 %
2025/09/30 RTO.L Rentokil Initial GBP 0.01% 326.000 K $ 64350 2018/09/30 1.525 M $ 491.97 %
2025/09/30 EXE Expand Energy Corp 0.01% 322.000 K $ 3034 2024/06/30 -27.113 K $ -9.16 %
2025/09/30 Vanguard 500 Index Admir 0.01% 299.000 K $ 485 2022/12/31 25.028 K $ 7.68 %
2025/09/30 NKE Nike Inc Cl B 0.01% 294.000 K $ 4210 2016/12/31 -5.881 K $ -1.84 %
2025/09/30 MAA Mid-America Apt Communities In 0.01% 279.000 K $ 2000 2017/03/31 -16.560 K $ -5.59 %
2025/09/30 FHN First Horizon Natl Corp 0.01% 279.000 K $ 12319 2024/03/31 17.369 K $ 6.66 %
2025/09/30 SLM SLM Corp 0.01% 263.000 K $ 9500 2024/03/31 -48.544 K $ -15.56 %
2025/09/30 SO Southern Co 0.01% 246.000 K $ 2600 2024/06/30 7.643 K $ 3.20 %
2025/09/30 IBM International Business Machine 0.01% 240.000 K $ 850 2025/03/31 -10.726 K $ -4.27 %
2025/09/30 Columbia Acorn Tr Fund Cl A 0.01% 240.000 K $ 27155 2023/06/30 17.107 K $ 7.67 %
2025/09/30 AXP American Express Co 0.01% 213.000 K $ 640 2025/06/30 8.435 K $ 4.13 %
2025/09/30 MO Altria Group Inc 0.01% 211.000 K $ 3200 2025/09/30 0.000 $ 0.00 %
2025/09/30 DD DuPont de Nemours Inc 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2025/09/30 CTVA Corteva Inc 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 MED Medifast Inc 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %