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
ALPHABET INC COM 02079K305 14,402,368 40,301 SH SOLE 0 40,301 0 0
CITIGROUP INC COM 172967424 13,175,415 94,137 SH SOLE 0 94,137 0 0
STATE STREET SPDR S&P UIE 78462F103 12,820,891 17,168 SH SOLE 0 17,168 0 0
CISCO SYS INC COM 17275R102 12,528,284 106,660 SH SOLE 0 106,660 0 0
MORGAN STANLEY COM 617446448 11,773,133 56,320 SH SOLE 0 56,320 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,753,131 11,621 SH SOLE 0 11,621 0 0
NVIDIA CORP COM 67066G104 11,670,249 58,325 SH SOLE 0 58,325 0 0
CORE NAT RES INC COM 218937100 11,302,905 141,251 SH SOLE 0 141,251 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,195,126 141,285 SH SOLE 0 141,285 0 0
NEWMONT CORP COM 651639106 10,056,378 107,670 SH SOLE 0 107,670 0 0
FREEPORT-MCMORAN INC COM 35671D857 8,438,454 134,178 SH SOLE 0 134,178 0 0
MICROSOFT CORP COM 594918104 8,136,008 21,811 SH SOLE 0 21,811 0 0
BROADCOM INC COM 11135F101 7,767,673 20,563 SH SOLE 0 20,563 0 0
PALO ALTO NETWORKS INC COM 697435105 7,715,578 22,625 SH SOLE 0 22,625 0 0
KIRBY CORP COM 497266106 7,697,942 56,615 SH SOLE 0 56,615 0 0
ABBVIE INC COM 00287Y109 7,461,126 29,650 SH SOLE 0 29,650 0 0
IRON MTN INC NEW RET 46284V101 7,395,451 58,550 SH SOLE 0 58,550 0 0
PFIZER INC COM 717081103 7,328,700 304,348 SH SOLE 0 304,348 0 0
EXXON MOBIL CORP COM 30231G102 7,277,332 53,228 SH SOLE 0 53,228 0 0
KRAFT HEINZ CO COM 500754106 7,144,578 302,480 SH SOLE 0 302,480 0 0
WILLIAMS COS INC COM 969457100 7,133,666 95,960 SH SOLE 0 95,960 0 0
SLB LIMITED F FGO 806857108 7,005,113 150,680 SH SOLE 0 150,680 0 0
KINDER MORGAN INC DEL COM 49456B101 6,966,870 217,919 SH SOLE 0 217,919 0 0
ORACLE CORP COM 68389X105 6,913,936 47,178 SH SOLE 0 47,178 0 0
WALMART INC COM 931142103 6,781,443 59,875 SH SOLE 0 59,875 0 0
BHP GROUP LTD F ADR 088606108 6,772,270 81,290 SH SOLE 0 81,290 0 0
HOME DEPOT INC COM 437076102 6,760,876 19,170 SH SOLE 0 19,170 0 0
UNION PAC CORP COM 907818108 6,751,312 24,821 SH SOLE 0 24,821 0 0
APPLE INC COM 037833100 6,637,050 22,937 SH SOLE 0 22,937 0 0
VALLEY NATL BANCORP COM 919794107 6,514,855 444,700 SH SOLE 0 444,700 0 0
UNITED PARCEL SVC INC COM 911312106 6,490,313 60,375 SH SOLE 0 60,375 0 0
GSK PLC ADR F ADR 37733W204 6,489,072 123,790 SH SOLE 0 123,790 0 0
LAMAR ADVERTISING CO NEW RET 512816109 6,395,180 41,000 SH SOLE 0 41,000 0 0
CHEVRON CORP NEW COM 166764100 6,286,282 37,924 SH SOLE 0 37,924 0 0
IBM CORP COM 459200101 6,089,884 21,656 SH SOLE 0 21,656 0 0
VERIZON COMMUNICATIONS I COM 92343V104 5,960,541 140,778 SH SOLE 0 140,778 0 0
PHILIP MORRIS INTL INC COM 718172109 5,883,917 32,524 SH SOLE 0 32,524 0 0
HCA HEALTHCARE INC COM 40412C101 5,665,102 14,530 SH SOLE 0 14,530 0 0
LYONDELLBASELL INDUSTR F FGO N53745100 5,500,240 104,468 SH SOLE 0 104,468 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 5,463,702 63,465 SH SOLE 0 63,465 0 0
MAIN STR CAP CORP COM 56035L104 5,439,618 104,850 SH SOLE 0 104,850 0 0
WOODSIDE ENERGY GROUP F ADR 980228308 5,312,227 274,960 SH SOLE 0 274,960 0 0
VICI PPTYS INC RET 925652109 5,059,315 190,558 SH SOLE 0 190,558 0 0
REGIONS FINL CORP NEW COM 7591EP100 4,994,778 165,390 SH SOLE 0 165,390 0 0
SMUCKER J M CO COM 832696405 4,846,500 43,080 SH SOLE 0 43,080 0 0
ALTRIA GROUP INC COM 02209S103 4,809,138 66,840 SH SOLE 0 66,840 0 0
HP INC COM 40434L105 4,652,136 212,039 SH SOLE 0 212,039 0 0
AMAZON.COM INC COM 023135106 4,485,559 18,820 SH SOLE 0 18,820 0 0
QUALCOMM INC COM 747525103 4,108,806 22,235 SH SOLE 0 22,235 0 0
AT&T INC COM 00206R102 3,726,828 180,040 SH SOLE 0 180,040 0 0
FLAGSTAR BANK NTNL ASSOC COM 649445400 3,512,394 235,100 SH SOLE 0 235,100 0 0
SOFI TECHNOLOGIES INC COM 83406F102 3,383,391 188,700 SH SOLE 0 188,700 0 0
INVESCO QQQ TR UIE 46090E103 3,327,792 4,519 SH SOLE 0 4,519 0 0
ISHARES 1-5 YEAR UIE 464288646 3,039,780 58,000 SH SOLE 0 58,000 0 0
INVESCO S&P 500 EQUAL UIE 46137V357 2,685,157 12,620 SH SOLE 0 12,620 0 0
BAKER HUGHES CO. A COM 05722G100 2,661,225 47,950 SH SOLE 0 47,950 0 0
STATE STREET TECHNOLOGY UIE 81369Y803 2,370,831 12,444 SH SOLE 0 12,444 0 0
VANGUARD FTSE EMERGING UIE 922042858 2,050,053 34,345 SH SOLE 0 34,345 0 0
BERKSHIRE HATHAWAY COM 084670702 2,036,587 4,070 SH SOLE 0 4,070 0 0
FIFTH THIRD BANCORP COM 316773100 1,964,495 34,850 SH SOLE 0 34,850 0 0
JOHNSON & JOHNSON COM 478160104 1,894,616 7,460 SH SOLE 0 7,460 0 0
VANGUARD TOTAL STOCK UIE 922908769 1,872,032 5,059 SH SOLE 0 5,059 0 0
FEDERATED HERMES INC B COM 314211103 1,819,499 32,950 SH SOLE 0 32,950 0 0
FIRST SOLAR INC COM 336433107 1,808,633 7,665 SH SOLE 0 7,665 0 0
QUANTA SVCS INC COM 74762E102 1,800,100 2,500 SH SOLE 0 2,500 0 0
SPDR GOLD SHARES UIE 78463V107 1,742,437 4,730 SH SOLE 0 4,730 0 0
META PLATFORMS INC COM 30303M102 1,703,952 3,025 SH SOLE 0 3,025 0 0
DOW INC COM 260557103 1,595,088 58,300 SH SOLE 0 58,300 0 0
VANGUARD SMALL-CAP INDEX UIE 922908751 1,492,866 4,925 SH SOLE 0 4,925 0 0
MPLX LP LP MLP 55336V100 1,457,370 25,872 SH SOLE 0 25,872 0 0
TESLA INC COM 88160R101 1,451,070 3,450 SH SOLE 0 3,450 0 0
STATE STREET SPDR S&P UIE 78464A763 1,438,878 9,455 SH SOLE 0 9,455 0 0
VANGUARD MID-CAP INDEX UIE 922908629 1,421,255 17,640 SH SOLE 0 17,640 0 0
FIRST FINL BANKSHARES IN COM 32020R109 1,384,000 40,000 SH SOLE 0 40,000 0 0
ENTERPRISE PRODS PART LP MLP 293792107 1,376,552 37,447 SH SOLE 0 37,447 0 0
TARGA RES CORP COM 87612G101 1,340,164 4,998 SH SOLE 0 4,998 0 0
NUVEEN FLOATING RATE INC CEM 67072T108 1,154,826 150,564 SH SOLE 0 150,564 0 0
D R HORTON INC COM 23331A109 1,149,933 7,060 SH SOLE 0 7,060 0 0
ENERGY TRANSFER L P LP MLP 29273V100 1,092,536 57,141 SH SOLE 0 57,141 0 0
PROSHARES SHORT 20 YEAR UIE 74347X849 1,087,927 44,900 SH SOLE 0 44,900 0 0
NETFLIX INC COM 64110L106 1,071,000 15,000 SH SOLE 0 15,000 0 0
DELTA AIR LINES INC DEL COM 247361702 1,048,992 11,200 SH SOLE 0 11,200 0 0
MS EMERGING MARKETS DEBT CEM 61744H105 1,032,950 141,500 SH SOLE 0 141,500 0 0
PALANTIR TECHNOLOGIES IN COM 69608A108 985,862 8,450 SH SOLE 0 8,450 0 0
FIRST TRUST SENIOR FR IN CEM 33733U108 925,428 95,800 SH SOLE 0 95,800 0 0
WISDOMTREE EUROPE HEDGED UIE 97717X701 912,570 16,010 SH SOLE 0 16,010 0 0
THE MOSAIC CO COM 61945C103 870,909 41,100 SH SOLE 0 41,100 0 0
ALLIANCEBERNSTEIN GLB HI CEM 01879R106 858,814 83,380 SH SOLE 0 83,380 0 0
COSTCO WHSL CORP NEW COM 22160K105 823,214 880 SH SOLE 0 880 0 0
FIRST TRUST RBA AMERICAN UIE 33738R704 799,500 6,000 SH SOLE 0 6,000 0 0
SALESFORCE INC COM 79466L302 775,467 4,950 SH SOLE 0 4,950 0 0
CROWDSTRIKE HLDGS INC COM 22788C105 763,140 1,000 SH SOLE 0 1,000 0 0
LOCKHEED MARTIN CORP COM 539830109 748,906 1,470 SH SOLE 0 1,470 0 0
EV SENIOR FLOATING RATE CEM 27828Q105 747,300 70,500 SH SOLE 0 70,500 0 0
MORGAN STANLEY DIRECT LE COM 61774A103 735,921 48,672 SH SOLE 0 48,672 0 0
STATE STREET SPDR UIE 78468R622 664,953 6,900 SH SOLE 0 6,900 0 0
DATADOG INC COM 23804L103 650,900 2,500 SH SOLE 0 2,500 0 0
EATON CORP PLC F FGO G29183103 639,180 1,500 SH SOLE 0 1,500 0 0
WESTERN MIDSTREAM PAR LP MLP 958669103 582,358 13,308 SH SOLE 0 13,308 0 0
ARISTA NETWORKS INC COM 040413205 552,110 3,250 SH SOLE 0 3,250 0 0
STATE STREET SPDR DOW UIE 78467X109 522,390 1,000 SH SOLE 0 1,000 0 0
TC ENERGY CORP F FGC 87807B107 514,410 7,760 SH SOLE 0 7,760 0 0
INVESCO S&P 500 MOMENTUM UIE 46138E339 484,620 3,000 SH SOLE 0 3,000 0 0
CATERPILLAR INC COM 149123101 465,361 437 SH SOLE 0 437 0 0
CONSTELLATION ENERGY COR COM 21037T109 434,648 1,750 SH SOLE 0 1,750 0 0
STATE STREET UIE 81369Y852 428,520 4,000 SH SOLE 0 4,000 0 0
NEXTDECADE CORP COM 65342K105 420,838 55,814 SH SOLE 0 55,814 0 0
ENBRIDGE INC F FGC 29250N105 390,529 7,204 SH SOLE 0 7,204 0 0
SHIONOGI & CO LTD F ADR 824667109 374,906 43,900 SH SOLE 0 43,900 0 0
ABBOTT LABS COM 002824100 362,960 4,000 SH SOLE 0 4,000 0 0
ISHARES S&P 100 ETF UIE 464287101 343,918 940 SH SOLE 0 940 0 0
PLAINS GP HLDGS L P COM 72651A207 297,429 12,255 SH SOLE 0 12,255 0 0
BLACKROCK INC NEW COM 09290D101 288,468 300 SH SOLE 0 300 0 0
ALPHABET INC COM 02079K107 281,957 798 SH SOLE 0 798 0 0
STATE STREET FINANCIAL UIE 81369Y605 264,673 4,937 SH SOLE 0 4,937 0 0
DEVON ENERGY CORP NEW COM 25179M103 260,936 6,315 SH SOLE 0 6,315 0 0
ONEOK INC NEW COM 682680103 257,429 2,961 SH SOLE 0 2,961 0 0
COLGATE PALMOLIVE CO COM 194162103 256,704 2,800 SH SOLE 0 2,800 0 0
CORNING INC COM 219350105 255,430 1,000 SH SOLE 0 1,000 0 0
ISHARES RUSSELL 1000 UIE 464287598 251,934 1,039 SH SOLE 0 1,039 0 0
WELLS FARGO & CO COM 949746101 247,920 3,000 SH SOLE 0 3,000 0 0
TRINITY BK N A FT WORTH COM 89641T104 231,000 2,400 SH SOLE 0 2,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 226,322 869 SH SOLE 0 869 0 0
CHENIERE ENERGY PARTN LP MLP 16411Q101 222,650 3,653 SH SOLE 0 3,653 0 0
SHELL PLC F ADR 780259305 205,481 2,650 SH SOLE 0 2,650 0 0
SUNOCO LP LP MLP 86765K109 202,703 3,003 SH SOLE 0 3,003 0 0
BLACKROCK CORP HIGH YIEL CEM 09255P107 165,028 19,279 SH SOLE 0 19,279 0 0