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Chickasaw Capital Management Llc

Portfolio Manager
Chickasaw Capital Management Llc
Performance
+20.48% (2026 Q1)
AUM (13F)
$2.83B
# of Holdings
95
Performance Rank
Allocation (Top 20)
38.38%

Chickasaw Capital Management Llc Holdings Map

Top 44 Chickasaw Capital Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WES
Western Midstream Partners LP
8.12%5.58M$229.6M
-1.39%(-78.48K)
2025-Q1: 6.72M shares2025-Q2: 6.79M shares2025-Q3: 5.86M shares2025-Q4: 5.66M shares2026-Q1: 5.58M shares
$25.63(+77.09%)
2026-03-31
WMB
Williams Cos Inc
7.73%3.01M$218.7M
-1.52%(-46.38K)
2025-Q1: 3.34M shares2025-Q2: 3.30M shares2025-Q3: 3.16M shares2025-Q4: 3.05M shares2026-Q1: 3.01M shares
$42.70(+77.29%)
2026-03-31
OKE
ONEOK Inc
7.5%2.35M$212.2M
-13.36%(-361.91K)
2025-Q1: 2.07M shares2025-Q2: 2.13M shares2025-Q3: 2.70M shares2025-Q4: 2.71M shares2026-Q1: 2.35M shares
$70.42(+26.09%)
2026-03-31
EPD
Enterprise Products Partners L
6.42%4.80M$181.6M
-0.14%(-6.95K)
2025-Q1: 5.43M shares2025-Q2: 5.52M shares2025-Q3: 4.96M shares2025-Q4: 4.81M shares2026-Q1: 4.80M shares
$28.92(+32.41%)
2026-03-31
PAA
Plains All American Pipeline L
2.09%2.65M$59.3M
-2.49%(-67.73K)
2025-Q1: 2.35M shares2025-Q2: 2.56M shares2025-Q3: 2.74M shares2025-Q4: 2.72M shares2026-Q1: 2.65M shares
$42.22(-48.15%)
2026-03-31
PSX
Phillips 66
1.74%270.2K$49.2M
+87.95%(+126.45K)
2025-Q1: 148.8K shares2025-Q2: 152.4K shares2025-Q3: 144.6K shares2025-Q4: 143.8K shares2026-Q1: 270.2K shares
$116.67(+47.27%)
2026-03-31
GEL
Genesis Energy LP
1.68%2.67M$47.6M
-4.60%(-128.89K)
2025-Q1: 3.73M shares2025-Q2: 3.55M shares2025-Q3: 2.85M shares2025-Q4: 2.80M shares2026-Q1: 2.67M shares
$27.18(-42.10%)
2026-03-31
AAPL
Apple Inc
1.14%126.8K$32.2M
-0.82%(-1.04K)
2025-Q1: 130.0K shares2025-Q2: 129.3K shares2025-Q3: 128.8K shares2025-Q4: 127.8K shares2026-Q1: 126.8K shares
$18.96(+1476.18%)
2026-03-31
WMT
Wal Mart Stores Inc
0.4%90.1K$11.2M
-1.56%(-1.43K)
2025-Q1: 91.3K shares2025-Q2: 91.4K shares2025-Q3: 91.2K shares2025-Q4: 91.5K shares2026-Q1: 90.1K shares
$19.21(+584.30%)
2026-03-31
MSFT
Microsoft Corp
0.37%28.2K$10.4M
+0.17%(+48)
2025-Q1: 27.8K shares2025-Q2: 27.7K shares2025-Q3: 27.7K shares2025-Q4: 28.1K shares2026-Q1: 28.2K shares
$209.53(+93.39%)
2026-03-31

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