CHICKASAW CAPITAL MANAGEMENT LLC: PSX position timeline

CHICKASAW CAPITAL MANAGEMENT LLC held 129,559 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 129,559 shares

   Change vs previous 13F -164,454 shares

   1.19% of the 13F portfolio, value $33,077,708.

   13F-HR 0001276460-26-000006 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Accepted 2026-10-07 22:28:54 UTC, ingested 2026-10-09 02:15:57 UTC

2. period ended2026-06-30

   13F 294,013 shares

   Change vs previous 13F +23,783 shares

   1.79% of the 13F portfolio, value $49,703,000.

   13F-HR 0001276460-26-000005 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 270,230 shares

   Change vs previous 13F +126,451 shares

   1.74% of the 13F portfolio, value $49,231,000.

   13F-HR 0001276460-26-000004 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 143,779 shares

   Change vs previous 13F -812 shares

   0.76% of the 13F portfolio, value $18,553,000.

   13F-HR 0001276460-26-000003 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 144,591 shares

   Change vs previous 13F -7,853 shares

   0.8% of the 13F portfolio, value $19,667,000.

   13F-HR 0001276460-25-000007 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 152,444 shares

   Change vs previous 13F +3,635 shares

   0.72% of the 13F portfolio, value $18,187,000.

   13F-HR 0001276460-25-000006 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 148,809 shares

   Change vs previous 13F +7,192 shares

   0.71% of the 13F portfolio, value $18,375,000.

   13F-HR 0001276460-25-000005 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 141,617 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $16,134,000.

   13F-HR 0001276460-25-000001 filed by CHICKASAW CAPITAL MANAGEMENT LLC
   Filed 2025-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).