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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE COM 00287Y109 14,686,351 63,429 SH SOLE 0 12,941 0 50,488
ALLIANCE RESOURCE PAR LP COM 01877R108 6,457,713 255,397 SH SOLE 0 144,000 0 111,397
ALPHABET INC CAPT STK CLA CAP STK CL A 02079K305 1,522,049 6,261 SH SOLE 0 0 0 6,261
ALTRIA GROUP INC COM 02209S103 15,744,984 238,344 SH SOLE 0 65,159 0 173,185
AMGEN INC COM 031162100 10,210,561 36,182 SH SOLE 0 4,768 0 31,414
APPLE INC COM 037833100 21,762,718 85,468 SH SOLE 0 0 0 85,468
ARMADA HOFFLER PROPERTIES COM 04208T108 2,102,460 299,923 SH SOLE 0 260,000 0 39,923
AT&T COM 00206R102 12,347,658 437,240 SH SOLE 0 67,348 0 369,892
BANK OF AMERICA COM 060505104 12,865,720 249,384 SH SOLE 0 46,635 0 202,749
BERKSHIRE HATHAWAY INC CL B NEW 084670702 3,437,233 6,837 SH SOLE 0 4,375 0 2,462
BLACKSTONE SECURED LENDING F COM 09261X102 1,286,216 49,337 SH SOLE 0 0 0 49,337
BLUE OWL CAPITAL CORP COM 69121K104 1,600,962 125,369 SH SOLE 0 77,666 0 47,703
BRISTOL-MYERS SQUIBB COCOM COM 110122108 5,459,716 121,058 SH SOLE 0 24,541 0 96,517
BRITISH AMER TOBACCO F SPONSORED ADR COM 110448107 18,394,821 346,549 SH SOLE 0 120,802 0 225,747
CALUMET INC COM 131428104 98,664,446 5,406,271 SH SOLE 0 3,859,156 1,547,115 1,547,115
CHEVRON CORP COM 166764100 10,711,594 68,978 SH SOLE 0 0 0 68,978
CISCO SYSTEMS INC COM 17275R102 10,752,066 157,148 SH SOLE 0 30,200 0 126,948
CITIGROUP INC COM 172967424 15,361,111 151,341 SH SOLE 0 27,920 0 123,421
CONAGRA BRANDS INC COM 205887102 3,609,487 197,132 SH SOLE 0 42,731 0 154,401
CRESCENT CAP BDC INC COM COM 225655109 251,532 17,639 SH SOLE 0 17,639 0 0
CUMMINS INC COM 231021106 12,481,456 29,551 SH SOLE 0 6,198 0 23,353
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103 3,200,916 70,288 SH SOLE 0 40,523 0 29,765
DORCHESTER MINERALS LP COM 25820R105 19,331,416 746,675 SH SOLE 0 86,751 0 659,924
ENBRIDGE INC COM COM 29250N105 2,343,615 46,445 SH SOLE 0 0 0 46,445
ENERGY TRANSFER LP COM 29273V100 24,307,037 1,416,494 SH SOLE 0 512,442 0 904,052
ENTERPRISE PRODUCTS PPTNSLP COM 293792107 9,276,808 296,668 SH SOLE 0 0 0 296,668
EXXON MOBIL CORP COM 30231G102 1,132,010 10,040 SH SOLE 0 0 0 10,040
FIRST FINANCIAL BANKSHARES INC COM 32020R109 294,774 8,760 SH SOLE 0 0 0 8,760
FS KKR CAPITAL CORP COM 302635206 2,109,714 141,307 SH SOLE 0 45,750 0 95,557
GLOBAL PARTNERS LP COMUNITS COM 37946R109 473,280 9,860 SH SOLE 0 0 0 9,860
GLOBAL X FDS GLBL X MLP ETF GLBL X MLP ETF 37954Y343 1,766,701 36,487 SH SOLE 0 10,342 0 26,145
GLOBAL X FDS US PREFERRED ETF US PFD ETF 37954Y657 974,336 50,146 SH SOLE 0 0 0 50,146
GOLDMAN SACHS BDC INC SHS 38147U107 3,288,775 323,380 SH SOLE 0 153,300 0 170,080
GOLDMAN SACHS GROUP COM 38141G104 10,465,632 13,142 SH SOLE 0 3,767 0 9,375
GOLUB CAPITAL BDC INC COM 38173M102 2,107,945 153,977 SH SOLE 0 78,272 0 75,705
HF SINCLAIR CORP COM 403949100 12,762,690 243,842 SH SOLE 0 32,584 0 211,258
HP INC COM 40434L105 6,426,334 236,002 SH SOLE 0 41,284 0 194,718
ISHARES IBOXX INVESTMENT GRADE CORP BONDS IBOXX INV CP ETF 464287242 1,254,975 11,258 SH SOLE 0 0 0 11,258
ISHARES SILVER TRUST ETF IV ISHARES 46428Q109 296,590 7,000 SH SOLE 0 0 0 7,000
JOHNSON & JOHNSON COM 478160104 435,180 2,347 SH SOLE 0 0 0 2,347
KIMBERLY-CLARK CORP COM 494368103 8,884,963 71,457 SH SOLE 0 12,110 0 59,347
KINDER MORGAN INC COM 49456B101 3,869,524 136,684 SH SOLE 0 0 0 136,684
KRAFT HEINZ CO COM 500754106 5,521,105 212,024 SH SOLE 0 44,898 0 167,126
MEDICAL PROPERTIES TRUST INC COM 58463J304 1,375,116 271,226 SH SOLE 0 200,000 0 71,226
MICROSOFT CORP COM 594918104 7,374,055 14,237 SH SOLE 0 0 0 14,237
MORGAN STANLEY DIRECT LENDIN COM SHS 61774A103 1,762,899 109,633 SH SOLE 0 74,945 0 34,688
MPLX LP COM 55336V100 10,468,971 209,589 SH SOLE 0 21,645 0 187,944
NEWMONT CORP COM 651639106 17,917,730 212,522 SH SOLE 0 32,985 0 179,537
NEXPOINT DIVERSIFIED REAL ES COM NEW 65340G205 207,747 56,300 SH SOLE 0 56,300 0 0
NNN REIT INC COM COM 637417106 1,835,278 43,112 SH SOLE 0 0 0 43,112
NUVEEN CHURCHILL DIRECT LEND COM SHS 67090S108 1,210,191 87,695 SH SOLE 0 53,000 0 34,695
OCCIDENTAL PETROL CORP COM 674599105 166,922,579 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 11,941,956 468,312 SH SOLE 0 254,425 0 213,887
ONEOK INC COM 682680103 1,382,125 18,941 SH SOLE 0 0 0 18,941
PEABODY ENERGY CORP COM 704551100 2,652,000 100,000 SH SOLE 0 100,000 0 0
PEPSICO INC COM 713448108 4,527,505 32,238 SH SOLE 0 3,699 0 28,539
PFIZER INC COM 717081103 8,692,782 341,161 SH SOLE 0 50,815 0 290,346
PLAINS ALL AMERICAN PIPELINE LP COM 726503105 13,388,534 784,791 SH SOLE 0 146,460 0 638,331
PLAINS GP HOLDINGS LP COM 72651A207 881,193 48,311 SH SOLE 0 0 0 48,311
PLYMOUTH INDUSTRIAL REIT INC COM 729640102 2,411,640 108,000 SH SOLE 0 108,000 0 0
PROCTER AND GAMBLE CO COM 742718109 559,440 3,641 SH SOLE 0 0 0 3,641
REALTY INCOME COPR REIT COM 756109104 2,714,456 44,653 SH SOLE 0 0 0 44,653
RLJ LODGING TRUST CUM CONV PFD A 74965L200 2,471,480 97,958 SH SOLE 0 31,861 0 66,097
SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 6,322,380 231,589 SH SOLE 0 0 0 231,589
SCHWAB US LARGE-CAP GROWTH ETF US LCAP GR ETF 808524300 1,495,239 46,858 SH SOLE 0 0 0 46,858
SELECT WATER SOLUTIONSINC CL A COM COM 81617J301 4,373,931 409,161 SH SOLE 0 0 0 409,161
SIMON PROPERTY GROUP INC COM 828806109 1,086,422 5,789 SH SOLE 0 0 0 5,789
STARWOOD PROPERTY TRUST INC COM 85571B105 633,573 32,709 SH SOLE 0 0 0 32,709
SUN COMMUNITIES REIT COM 866674104 2,872,830 22,270 SH SOLE 0 0 0 22,270
SUNOCO LP COM 86765K109 28,583,065 571,547 SH SOLE 0 160,000 0 411,547
TRINITY PETROLEUM TR COM 896556107 568,134 10,020 SH SOLE 0 10,020 0 0
UNITED PARCEL SERVICE COM 911312106 3,285,485 39,333 SH SOLE 0 8,259 0 31,074
UNIVERSAL CORP COM 913456109 8,044,554 143,987 SH SOLE 0 26,691 0 117,296
VALERO ENERGY CORP NEW COM 91913Y100 11,230,690 65,962 SH SOLE 0 10,682 0 55,280
VANECK ETF TR VANECK BDC INCOME ETF BDC INCOME ETF 92189F411 1,142,387 76,465 SH SOLE 0 0 0 76,465
VERIZON COMMUNICATIONS COM 92343V104 10,336,073 235,178 SH SOLE 0 31,888 0 203,290
WELLS FARGO & CO COM 949746101 13,485,632 160,888 SH SOLE 0 29,449 0 131,439
WESTERN MIDSTREAM PARTNERS LP COM 958669103 12,851,955 327,105 SH SOLE 0 50,905 0 276,200
WEYERHAEUSER CO COM COM 962166104 1,346,419 54,313 SH SOLE 0 0 0 54,313
WILLIAMS COS INC COM 969457100 2,209,901 34,884 SH SOLE 0 0 0 34,884
W P CAREY INC COM COM 92936U109 4,827,066 71,438 SH SOLE 0 36,000 0 35,438