The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE COM 00287Y109   14,782,684 70,555 SH   SOLE 0 12,941 0 57,614
ALLIANCE RESOURCE PAR LP COM 01877R108   9,004,228 330,067 SH   SOLE 0 223,448 0 106,619
ALPHABET INC CAPT STK CLA CAP STK CL A 02079K305   939,438 6,075 SH   SOLE 0 0 0 6,075
ALTRIA GROUP INC COM 02209S103   16,352,550 272,452 SH   SOLE 0 65,159 0 207,293
AMGEN INC COM 031162100   12,400,625 39,803 SH   SOLE 0 4,768 0 35,035
APPLE INC COM 037833100   20,491,271 92,249 SH   SOLE 0 0 0 92,249
ARMADA HOFFLER PROPERTIES COM 04208T108   1,654,010 220,241 SH   SOLE 0 160,000 0 60,241
AT&T COM 00206R102   12,224,850 432,279 SH   SOLE 0 67,348 0 364,931
BANK OF AMERICA COM 060505104   11,032,244 264,372 SH   SOLE 0 46,635 0 217,737
BERKSHIRE HATHAWAY INC CL B NEW 084670702   396,240 744 SH   SOLE 0 0 0 744
BLACKSTONE SECURED LENDING F COM 09261X102   1,629,326 50,350 SH   SOLE 0 0 0 50,350
BLUE OWL CAPITAL CORP COM 69121K104   1,019,676 69,555 SH   SOLE 0 58,000 0 11,555
BRISTOL-MYERS SQUIBB COCOM COM 110122108   9,012,309 147,767 SH   SOLE 0 24,541 0 123,226
BRITISH AMER TOBACCO F SPONSORED ADR COM 110448107   15,948,797 385,516 SH   SOLE 0 120,802 0 264,714
CALUMET INC COM 131428104   67,918,176 5,356,323 SH   SOLE 0 3,859,156 1,497,167 1,497,167
CHEVRON CORP COM 166764100   13,001,109 77,716 SH   SOLE 0 0 0 77,716
CISCO SYSTEMS INC COM 17275R102   10,982,529 177,970 SH   SOLE 0 30,200 0 147,770
CITIGROUP INC COM 172967424   12,156,470 171,242 SH   SOLE 0 27,920 0 143,322
CONAGRA BRANDS INC COM 205887102   5,818,807 218,178 SH   SOLE 0 42,731 0 175,447
CUMMINS INC COM 231021106   8,996,982 28,704 SH   SOLE 0 6,198 0 22,506
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   2,911,095 67,293 SH   SOLE 0 40,523 0 26,770
DORCHESTER MINERALS LP COM 25820R105   16,830,001 559,508 SH   SOLE 0 54,706 0 504,802
ENBRIDGE INC COM COM 29250N105   2,133,172 48,142 SH   SOLE 0 0 0 48,142
ENERGY TRANSFER LP COM 29273V100   26,318,978 1,415,760 SH   SOLE 0 485,040 0 930,720
ENTERPRISE PRODUCTS PPTNSLP COM 293792107   8,337,944 244,228 SH   SOLE 0 0 0 244,228
EXXON MOBIL CORP COM 30231G102   1,020,181 8,578 SH   SOLE 0 0 0 8,578
FIRST FINANCIAL BANKSHARES INC COM 32020R109   314,659 8,760 SH   SOLE 0 0 0 8,760
FS KKR CAPITAL CORP COM 302635206   2,778,515 132,626 SH   SOLE 0 45,750 0 86,876
GLOBAL PARTNERS LP COMUNITS COM 37946R109   526,327 9,860 SH   SOLE 0 0 0 9,860
GLOBAL X FDS GLBL X MLPETF COM 37954Y343   351,265 6,599 SH   SOLE 0 0 0 6,599
GOLDMAN SACHS BDC INC SHS 38147U107   3,123,737 268,593 SH   SOLE 0 153,300 0 115,293
GOLDMAN SACHS GROUP COM 38141G104   8,073,074 14,778 SH   SOLE 0 3,767 0 11,011
GOLUB CAPITAL BDC INC COM 38173M102   1,214,077 80,190 SH   SOLE 0 60,000 0 20,190
HF SINCLAIR CORP COM 403949100   9,187,757 279,433 SH   SOLE 0 32,584 0 246,849
HP INC COM 40434L105   6,351,643 229,384 SH   SOLE 0 41,284 0 188,100
ISHARES IBOXX INVESTMENT GRADE CORP BONDS IBOXX INV CP ETF 464287242   350,978 3,229 SH   SOLE 0 0 0 3,229
ISHARES SILVER TRUST ETF IV ISHARES 46428Q109   216,930 7,000 SH   SOLE 0 0 0 7,000
JOHNSON & JOHNSON COM 478160104   955,570 5,762 SH   SOLE 0 0 0 5,762
KIMBERLY-CLARK CORP COM 494368103   9,886,992 69,519 SH   SOLE 0 12,110 0 57,409
KINDER MORGAN INC COM 49456B101   3,926,527 137,628 SH   SOLE 0 0 0 137,628
KRAFT HEINZ CO COM 500754106   9,880,378 324,692 SH   SOLE 0 44,898 0 279,794
MEDICAL PROPERTIES TRUST INC COM 58463J304   1,635,493 271,226 SH   SOLE 0 200,000 0 71,226
MICROSOFT CORP COM 594918104   6,076,063 16,186 SH   SOLE 0 0 0 16,186
MORGAN STANLEY DIRECT LENDIN COM SHS 61774A103   1,257,320 62,992 SH   SOLE 0 60,000 0 2,992
MPLX LP COM 55336V100   10,477,075 195,760 SH   SOLE 0 21,645 0 174,115
NEWMONT CORP COM 651639106   10,605,619 219,669 SH   SOLE 0 32,985 0 186,684
NEXPOINT DIVERSIFIED REAL ES COM NEW 65340G205   215,629 56,300 SH   SOLE 0 56,300 0 0
NNN REIT INC COM COM 637417106   793,759 18,611 SH   SOLE 0 0 0 18,611
NUVEEN CHURCHILL DIRECT LEND COM SHS 67090S108   1,399,050 82,394 SH   SOLE 0 53,000 0 29,394
OCCIDENTAL PETROL CORP COM 674599105   174,376,688 3,532,753 SH   SOLE 0 1,579,240 0 1,953,513
OCCIDENTAL PETE CORP WTS EXP 08/03/2027 *W EXP 08/03/2027 674599162   12,958,193 468,312 SH   SOLE 0 254,425 0 213,887
ONEOK INC COM 682680103   1,879,326 18,941 SH   SOLE 0 0 0 18,941
PEABODY ENERGY CORP COM 704551100   1,355,000 100,000 SH   SOLE 0 100,000 0 0
PEPSICO INC COM 713448108   5,134,545 34,244 SH   SOLE 0 3,699 0 30,545
PFIZER INC COM 717081103   8,817,028 347,949 SH   SOLE 0 50,815 0 297,134
PLAINS ALL AMERICAN PIPELINE LP COM 726503105   15,263,440 763,172 SH   SOLE 0 146,460 0 616,712
PLAINS GP HOLDINGS LP COM 72651A207   339,325 15,886 SH   SOLE 0 0 0 15,886
PLYMOUTH INDUSTRIAL REIT INC COM 729640102   1,267,032 77,732 SH   SOLE 0 70,000 0 7,732
PROCTER AND GAMBLE CO COM 742718109   620,499 3,641 SH   SOLE 0 0 0 3,641
RAYONIER INC COM 754907103   208,598 7,482 SH   SOLE 0 0 0 7,482
REALTY INCOME COPR REIT COM 756109104   1,546,605 26,661 SH   SOLE 0 0 0 26,661
RLJ LODGING TRUST CUM CONV PFD A 74965L200   2,080,710 85,275 SH   SOLE 0 31,861 0 53,414
SELECT WATER SOLUTIONSINC CL A COM COM 81617J301   4,296,190 409,161 SH   SOLE 0 0 0 409,161
SIMON PROPERTY GROUP INC COM 828806109   961,437 5,789 SH   SOLE 0 0 0 5,789
STARWOOD PROPERTY TRUST INC COM 85571B105   1,654,255 83,675 SH   SOLE 0 47,500 0 36,175
SUN COMMUNITIES REIT COM 866674104   2,864,813 22,270 SH   SOLE 0 0 0 22,270
SUNOCO LP COM 86765K109   33,051,990 569,273 SH   SOLE 0 160,000 0 409,273
TRINITY PETROLEUM TR COM 896556107   646,290 10,020 SH   SOLE 0 10,020 0 0
UNITED PARCEL SERVICE COM 911312106   4,484,182 40,769 SH   SOLE 0 8,259 0 32,510
UNIVERSAL CORP COM 913456109   8,469,491 151,106 SH   SOLE 0 26,691 0 124,415
VALERO ENERGY CORP NEW COM 91913Y100   9,372,083 70,963 SH   SOLE 0 10,682 0 60,281
VERIZON COMMUNICATIONS COM 92343V104   11,667,953 257,230 SH   SOLE 0 31,888 0 225,342
WELLS FARGO & CO COM 949746101   12,627,071 175,889 SH   SOLE 0 29,449 0 146,440
WESTERN MIDSTREAM PARTNERS LP COM 958669103   13,262,070 323,781 SH   SOLE 0 50,905 0 272,876
WEYERHAEUSER CO COM COM 962166104   1,479,870 50,542 SH   SOLE 0 0 0 50,542
WILLIAMS COS INC COM 969457100   2,084,668 34,884 SH   SOLE 0 0 0 34,884
W P CAREY INC COM COM 92936U109   3,799,411 60,203 SH   SOLE 0 36,000 0 24,203