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   12,537,623 70,555 SH   SOLE 0 12,941 0 57,614
ALLIANCE RESOURCE PAR LP COM 01877R108   8,677,461 330,067 SH   SOLE 0 223,448 0 106,619
ALTRIA GROUP INC COM 02209S103   14,246,498 272,452 SH   SOLE 0 65,159 0 207,293
AMGEN INC COM 031162100   10,335,679 39,655 SH   SOLE 0 4,768 0 34,887
APPLE INC COM 037833100   23,545,991 94,026 SH   SOLE 0 0 0 94,026
ARMADA HOFFLER PROPERTIES COM 04208T108   1,995,668 195,080 SH   SOLE 0 150,000 0 45,080
AT&T COM 00206R102   14,320,690 628,928 SH   SOLE 0 186,348 0 442,580
BANK OF AMERICA COM 060505104   13,495,287 307,060 SH   SOLE 0 46,635 0 260,425
BERKSHIRE HATHAWAY INC CL B NEW 084670702   337,240 744 SH   SOLE 0 0 0 744
BLACKSTONE SECURED LENDING F COM 09261X102   2,095,303 64,850 SH   SOLE 0 14,500 0 50,350
BLUE OWL CAPITAL CORP COM 69121K104   1,051,672 69,555 SH   SOLE 0 58,000 0 11,555
BRISTOL-MYERS SQUIBB COCOM COM 110122108   9,230,988 163,207 SH   SOLE 0 24,541 0 138,666
BRITISH AMER TOBACCO F SPONSORED ADR COM 110448107   14,909,941 410,516 SH   SOLE 0 145,802 0 264,714
CALUMET INC COM 131428104   115,630,543 5,251,160 SH   SOLE 0 3,721,215 1,529,945 1,529,945
CHEVRON CORP COM 166764100   11,624,424 80,257 SH   SOLE 0 0 0 80,257
CISCO SYSTEMS INC COM 17275R102   10,535,824 177,970 SH   SOLE 0 30,200 0 147,770
CITIGROUP INC COM 172967424   12,326,415 175,116 SH   SOLE 0 27,920 0 147,196
CONAGRA BRANDS INC COM 205887102   5,865,323 211,363 SH   SOLE 0 42,731 0 168,632
CUMMINS INC COM 231021106   10,207,357 29,281 SH   SOLE 0 6,198 0 23,083
CVR ENERGY INC COM 12662P108   1,940,340 103,540 SH   SOLE 0 100,000 0 3,540
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   2,543,503 60,187 SH   SOLE 0 40,523 0 19,664
DORCHESTER MINERALS LP COM 25820R105   20,392,461 611,835 SH   SOLE 0 146,706 0 465,129
ENBRIDGE INC COM COM 29250N105   2,042,665 48,142 SH   SOLE 0 0 0 48,142
ENERGY TRANSFER LP COM 29273V100   27,831,491 1,420,699 SH   SOLE 0 485,040 0 935,659
ENTERPRISE PRODUCTS PPTNSLP COM 293792107   7,658,990 244,228 SH   SOLE 0 0 0 244,228
EXXON MOBIL CORP COM 30231G102   1,019,763 9,480 SH   SOLE 0 0 0 9,480
FIRST FINANCIAL BANKSHARES INC COM 32020R109   315,798 8,760 SH   SOLE 0 0 0 8,760
FS KKR CAPITAL CORP COM 302635206   2,880,637 132,626 SH   SOLE 0 45,750 0 86,876
GLOBAL PARTNERS LP COMUNITS COM 37946R109   458,983 9,860 SH   SOLE 0 0 0 9,860
GLOBAL X FDS GLBL X MLPETF COM 37954Y343   326,057 6,599 SH   SOLE 0 0 0 6,599
GOLDMAN SACHS BDC INC SHS 38147U107   3,174,241 262,334 SH   SOLE 0 153,300 0 109,034
GOLDMAN SACHS GROUP COM 38141G104   8,676,338 15,152 SH   SOLE 0 3,767 0 11,385
GOLUB CAPITAL BDC INC COM 38173M102   1,215,680 80,190 SH   SOLE 0 60,000 0 20,190
HF SINCLAIR CORP COM 403949100   8,845,078 252,356 SH   SOLE 0 32,584 0 219,772
HP INC COM 40434L105   7,484,800 229,384 SH   SOLE 0 41,284 0 188,100
ISHARES IBOXX INVESTMENT GRADE CORP BONDS COM 464287242   345,004 3,229 SH   SOLE 0 0 0 3,229
JOHNSON & JOHNSON COM 478160104   833,300 5,762 SH   SOLE 0 0 0 5,762
KIMBERLY-CLARK CORP COM 494368103   10,498,532 80,117 SH   SOLE 0 12,110 0 68,007
KINDER MORGAN INC COM 49456B101   5,149,419 187,935 SH   SOLE 0 0 0 187,935
KRAFT HEINZ CO COM 500754106   9,722,080 316,577 SH   SOLE 0 44,898 0 271,679
MEDICAL PROPERTIES TRUST INC COM 58463J304   1,960,093 496,226 SH   SOLE 0 425,000 0 71,226
MICROSOFT CORP COM 594918104   6,305,639 14,960 SH   SOLE 0 0 0 14,960
MORGAN STANLEY DIRECT LENDIN COM SHS 61774A103   1,301,415 62,992 SH   SOLE 0 60,000 0 2,992
MPLX LP COM 55336V100   9,893,619 206,720 SH   SOLE 0 32,605 0 174,115
NEWMONT CORP COM 651639106   9,551,620 256,626 SH   SOLE 0 32,985 0 223,641
NEXPOINT DIVERSIFIED REAL ES COM NEW 65340G205   678,930 111,300 SH   SOLE 0 111,300 0 0
NNN REIT INC COM COM 637417106   509,849 12,481 SH   SOLE 0 0 0 12,481
NUVEEN CHURCHILL DIRECT LEND COM SHS 67090S108   520,381 31,012 SH   SOLE 0 31,012 0 0
OCCIDENTAL PETROL CORP COM 674599105   174,571,361 3,533,118 SH   SOLE 0 1,579,240 0 1,953,878
OCCIDENTAL PETE CORP WTS EXP 08/03/2027 *W EXP 08/03/2027 674599162   12,903,235 468,357 SH   SOLE 0 254,425 0 213,932
ONEOK INC COM 682680103   1,986,816 19,789 SH   SOLE 0 0 0 19,789
PEABODY ENERGY CORP COM 704551100   1,361,100 65,000 SH   SOLE 0 65,000 0 0
PEPSICO INC COM 713448108   4,063,347 26,722 SH   SOLE 0 3,699 0 23,023
PFIZER INC COM 717081103   9,077,133 342,146 SH   SOLE 0 50,815 0 291,331
PLAINS ALL AMERICAN PIPELINE LP COM 726503105   13,109,891 767,558 SH   SOLE 0 146,460 0 621,098
PLAINS GP HOLDINGS LP COM 72651A207   291,985 15,886 SH   SOLE 0 0 0 15,886
PLYMOUTH INDUSTRIAL REIT INC COM 729640102   1,068,000 60,000 SH   SOLE 0 60,000 0 0
PROCTER AND GAMBLE CO COM 742718109   712,512 4,250 SH   SOLE 0 0 0 4,250
REALTY INCOME COPR REIT COM 756109104   1,250,168 23,407 SH   SOLE 0 0 0 23,407
RLJ LODGING TRUST CUM CONV PFD A 74965L200   2,600,806 105,896 SH   SOLE 0 51,948 0 53,948
SELECT WATER SOLUTIONSINC CL A COM COM 81617J301   5,417,292 409,161 SH   SOLE 0 0 0 409,161
SIMON PROPERTY GROUP INC COM 828806109   996,924 5,789 SH   SOLE 0 0 0 5,789
STAR BULK CARRIERS COPR SHS PAR Y8162K204   1,495,000 100,000 SH   SOLE 0 100,000 0 0
STARWOOD PROPERTY TRUST INC COM 85571B105   1,490,114 78,634 SH   SOLE 0 46,500 0 32,134
SUN COMMUNITIES REIT COM 866674104   2,738,542 22,270 SH   SOLE 0 0 0 22,270
SUNOCO LP COM 86765K109   29,399,915 571,538 SH   SOLE 0 160,000 0 411,538
TRINITY PETROLEUM TR COM 896556107   681,360 10,020 SH   SOLE 0 10,020 0 0
UNITED PARCEL SERVICE COM 911312106   5,140,971 40,769 SH   SOLE 0 8,259 0 32,510
UNIVERSAL CORP COM 913456109   8,286,653 151,106 SH   SOLE 0 26,691 0 124,415
VALERO ENERGY CORP NEW COM 91913Y100   8,790,071 71,703 SH   SOLE 0 10,682 0 61,021
VANGUARD INDEX FUNDS S&P500 ETF USD S&P 500 ETF SHS 922908363   414,914 770 SH   SOLE 0 0 0 770
VERIZON COMMUNICATIONS COM 92343V104   12,680,189 317,084 SH   SOLE 0 87,888 0 229,196
WELLS FARGO & CO COM 949746101   12,354,443 175,889 SH   SOLE 0 29,449 0 146,440
WESTERN MIDSTREAM PARTNERS LP COM 958669103   12,442,904 323,781 SH   SOLE 0 50,905 0 272,876
WEYERHAEUSER CO COM COM 962166104   1,422,757 50,542 SH   SOLE 0 0 0 50,542
WILLIAMS COS INC COM 969457100   1,935,656 35,766 SH   SOLE 0 0 0 35,766
W P CAREY INC COM COM 92936U109   3,250,604 59,666 SH   SOLE 0 36,000 0 23,666