Now live: Pro — the full 13F research suite for serious investorsSee pricing →
CHICKASAW CAPITAL MANAGEMENT LLC

Q3 2024 · 13F-HR

CHICKASAW CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-10-10 · accession 0001276460-24-000005

$2.3M
Reported value
100
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
87612g101Targa Resources Corp$320,37013.7%2,164,518CommonSOLE
958669103WESWestern Midstream Partners LP$254,65410.9%6,655,869CommonSOLE
55336v100MPLX LP$248,08910.6%5,580,052CommonSOLE
29273v100Energy Transfer LP$246,37610.5%15,350,521CommonSOLE
29336t100EnLink Midstream LLC$192,9198.26%13,295,587CommonSOLE
293792107EPDEnterprise Products Partners L$160,1486.86%5,501,478CommonSOLE
682680103OKEONEOK Inc$157,5456.75%1,728,791CommonSOLE
72651a207Plains GP Holdings$121,8975.22%6,589,022CommonSOLE
16411r208Cheniere Energy Inc$97,6804.18%543,148CommonSOLE
969457100WMBWilliams Cos Inc$95,7714.10%2,097,941CommonSOLE
726503105PAAPlains All American Pipeline L$71,9133.08%4,140,089CommonSOLE
371927104GELGenesis Energy LP$51,0792.19%3,820,422CommonSOLE
03676b102Antero Midstream Corp$31,0211.33%2,061,170CommonSOLE
037833100AAPLApple Inc$30,5041.31%130,917CommonSOLE
02215l209Kinetik Holdings Inc Cl A$30,1591.29%666,342CommonSOLE
23345m107Dt Midstream Inc Common Stock$23,8031.02%302,600CommonSOLE
49456b101Kinder Morgan Inc$22,0640.94%998,814CommonSOLE
718546104PSXPhillips 66$18,5410.79%141,050CommonSOLE
48251w104KKR & Co Inc Cl A$13,3540.57%102,263CommonSOLE
594918104MSFTMicrosoft Corp$12,0120.51%27,916CommonSOLE
560599201IMLPXMaingate MLP Fund Class I$11,1750.48%1,181,321CommonSOLE
92826c839Visa Inc Cl A$7,8830.34%28,672CommonSOLE
931142103WMTWal Mart Stores Inc$7,4260.32%91,966CommonSOLE
67066g104NVIDIA Corp$7,3560.31%60,576CommonSOLE
29250n105Enbridge Inc$6,9390.30%170,881CommonSOLE
053332102AZOAutoZone Inc$6,1390.26%1,949CommonSOLE
57636q104MasterCard Inc Cl A$6,0810.26%12,315CommonSOLE
67418c108Oakworth Cap Inc$5,7830.25%197,699CommonSOLE
023135106AMZNAmazon.com Inc$5,5920.24%30,009CommonSOLE
02079k305Alphabet Inc Cap Stock Cl A$3,9070.17%23,558CommonSOLE
30303m102Meta Platforms Inc Cl A$3,5940.15%6,278CommonSOLE
68389x105Oracle Corp$3,5130.15%20,617CommonSOLE
86765k109Sunoco LP$3,4030.15%63,400CommonSOLE
191216100KOCoca-Cola Co$3,0970.13%43,097CommonSOLE
478160104JNJJohnson & Johnson$2,9020.12%17,907CommonSOLE
02079k107Alphabet Inc Cap Stock Cl C$2,8660.12%17,145CommonSOLE
047726104BATRAAtlanta Braves Hldgs Inc Com S$2,7340.12%64,868CommonSOLE
79466l302Salesforce.com Inc$2,2540.10%8,235CommonSOLE
09260d107Blackstone Group Inc Cl A$2,2160.09%14,474CommonSOLE
369604301GEGE AEROSPACE COM NEW$1,8790.08%9,964CommonSOLE
30231g102Exxon Mobil Corp$1,8720.08%15,969CommonSOLE
855244109SBUXStarbucks Corp$1,8050.08%18,515CommonSOLE
78462f103SPDR S&P 500 ETF TR$1,7520.08%3,054CommonSOLE
40412c101HCA Inc$1,7490.07%4,304CommonSOLE
410120109HWCHancock Whitney Corporation$1,7310.07%33,823CommonSOLE
718172109PMPhilip Morris Intl Inc$1,7210.07%14,175CommonSOLE
742718109PGProcter & Gamble Co$1,7060.07%9,851CommonSOLE
115637209BF/BBrown Forman Corp Cl B$1,6120.07%32,755CommonSOLE
654106103NKENike Inc Cl B$1,3980.06%15,809CommonSOLE
87612e106Target Corp$1,2090.05%7,754CommonSOLE
824348106SHWSherwin Williams Co$1,1530.05%3,021CommonSOLE
91324p102UnitedHealth Group Inc$1,1390.05%1,948CommonSOLE
550021109LULULululemon Athletica Inc$1,1260.05%4,149CommonSOLE
166764100CVXChevron Corp$1,0780.05%7,318CommonSOLE
194162103CLColgate Palmolive Co$8980.04%8,648CommonSOLE
458140100INTCIntel Corp$7890.03%33,625CommonSOLE
713448108PEPPepsiCo Inc$7880.03%4,635CommonSOLE
25746u109Dominion Energy Inc$7250.03%12,544CommonSOLE
y74718100Samsung Electronic KRW$7050.03%15,000CommonSOLE
22160k105Costco Wholesale Corp$7000.03%790CommonSOLE
36828a101GE Vernova Inc$6380.03%2,502CommonSOLE
922908710VFIAXVanguard 500 Index Admir$6270.03%1,180CommonSOLE
149123101CATCaterpillar Inc$5870.03%1,500CommonNONE
552848103MTGMGIC Inv Corp WI$5500.02%21,500CommonSOLE
25400q105Digital World Acquisition Corp$4660.02%29,000CommonSOLE
05946k101Banco Bilbao Vizcaya Argentari$4620.02%42,654CommonSOLE
h57312649Nestle SA Nom$4260.02%4,250CommonSOLE
12740c103Cadence Bank Com$4160.02%13,057CommonSOLE
097023105BABoeing Co$3870.02%2,545CommonSOLE
46625h100JPMorgan Chase & Co$3850.02%1,826CommonSOLE
437076102HDHome Depot Inc$3820.02%943CommonSOLE
56585a102Marathon Petroleum Corp$3770.02%2,315CommonSOLE
706327103PBAPembina Pipeline Corp$3710.02%9,000CommonSOLE
260557103DOWDow Inc$3690.02%6,752CommonSOLE
26614n102DuPont de Nemours Inc$3680.02%4,133CommonSOLE
428103105HESMHess Midstream LP Cl A$3530.02%10,000CommonSOLE
58470h101Medifast Inc$3480.01%18,198CommonSOLE
00162q452Alps Etf Tr Alerian Mlp$3450.01%7,330CommonSOLE
59522j103Mid-America Apt Communities In$3180.01%2,000CommonSOLE
g7494g105Rentokil Initial GBP$3150.01%64,350CommonSOLE
58933y105Merck & Co Inc$3130.01%2,757CommonSOLE
060505104BACBank of America Corporation$2980.01%7,500CommonSOLE
03769m106Apollo Global Mgmt Inc$2910.01%2,328CommonSOLE
03674x106Antero Resources Corp$2730.01%9,540CommonSOLE
403949100DINOHF Sinclair Corporation Com$2670.01%6,000CommonSOLE
26884l109EQT Corp$2560.01%7,000CommonSOLE
337738108FISVFiserv Inc$2540.01%1,414CommonSOLE
36266g107GE Healthcare Technologies Inc$2500.01%2,664CommonSOLE
842587107SOSouthern Co$2390.01%2,652CommonSOLE
22052l104Corteva Inc$2380.01%4,052CommonSOLE
205768302CRKComstock Resources Inc$2340.01%21,000CommonSOLE
197199102LACAXColumbia Acorn Tr Fund Cl A$2280.01%27,155CommonSOLE
78442p106SLM Corp$2170.01%9,500CommonSOLE
717081103PFEPfizer Inc$2160.01%7,460CommonSOLE
444859102HUMHumana Inc$2110.01%666CommonSOLE
165167735EXEChesapeake Energy Corp$2060.01%2,500CommonSOLE
00971t101Akamai Technologies Inc$2020.01%2,000CommonSOLE
19260q107Coinbase Global Inc Cl A$2000.01%1,125CommonSOLE
320517105FHNFirst Horizon Natl Corp$1920.01%12,349CommonSOLE
85859n102Stem Inc$30.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.