The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287y109 | 6,212 | 40,557 | SH | SOLE | 40,557 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 12,449 | 272,040 | SH | SOLE | 272,040 | 0 | 0 | ||
| AMBEV SA SPON ADR | COM | 02319V103 | 6,452 | 2,570,605 | SH | SOLE | 2,570,605 | 0 | 0 | ||
| APACHE CORP | COM | 03743Q108 | 4,336 | 124,238 | SH | SOLE | 124,238 | 0 | 0 | ||
| BAKER HUGHES A GE CO CL A | COM | 05722g100 | 948 | 32,831 | SH | SOLE | 32,831 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 11,640 | 658,016 | SH | SOLE | 658,016 | 0 | 0 | ||
| BERKSHIRE HATHAWAY CL B | COM | 084670702 | 28,125 | 103,013 | SH | SOLE | 103,013 | 0 | 0 | ||
| BERKSHIRE HATHAWAY HLD A | COM | 084670108 | 409 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| CADENCE NTNL BANK GATESVILLE T | COM | 12740c103 | 615 | 26,213 | SH | SOLE | 26,213 | 0 | 0 | ||
| CAMECO CORP | COM | 13321l108 | 17,693 | 841,724 | SH | SOLE | 841,724 | 0 | 0 | ||
| CENOVUS ENERGY, INC. | COM | 15135U109 | 6,258 | 329,214 | SH | SOLE | 329,214 | 0 | 0 | ||
| CHEVRON | COM | 166764100 | 33,051 | 228,282 | SH | SOLE | 228,282 | 0 | 0 | ||
| CHUBB LTD INC | COM | H1467J104 | 302 | 1,537 | SH | SOLE | 1,537 | 0 | 0 | ||
| CISCO SYSTEMS | COM | 17275R102 | 6,220 | 145,874 | SH | SOLE | 145,874 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825c104 | 27,957 | 311,294 | SH | SOLE | 311,294 | 0 | 0 | ||
| CORNING | COM | 219350105 | 3,172 | 100,682 | SH | SOLE | 100,682 | 0 | 0 | ||
| DEVON ENERGY | COM | 25179m103 | 3,692 | 66,985 | SH | SOLE | 66,985 | 0 | 0 | ||
| EASTMAN CHEMICAL | COM | 277432100 | 269 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| EXXON MOBIL | COM | 30231G102 | 36,896 | 430,830 | SH | SOLE | 430,830 | 0 | 0 | ||
| FEDERATED HERMES, INC | COM | 314211103 | 12,521 | 393,853 | SH | SOLE | 393,853 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 12,053 | 517,092 | SH | SOLE | 517,092 | 0 | 0 | ||
| FREEPORT-MCMORAN INC. | COM | 35671d857 | 6,860 | 234,459 | SH | SOLE | 234,459 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 11,058 | 178,898 | SH | SOLE | 178,898 | 0 | 0 | ||
| GLATFELTER CORP | COM | 377320106 | 3,085 | 448,446 | SH | SOLE | 448,446 | 0 | 0 | ||
| GRAFTECH INTERNATIONAL LTD | COM | 384313508 | 10,162 | 1,437,406 | SH | SOLE | 1,437,406 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 10,318 | 314,759 | SH | SOLE | 314,759 | 0 | 0 | ||
| IMPERIAL OIL LTD | COM | 453038408 | 472 | 10,025 | SH | SOLE | 10,025 | 0 | 0 | ||
| INTEL CORP. | COM | 458140100 | 17,999 | 481,138 | SH | SOLE | 481,138 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHINE | COM | 459200101 | 205 | 1,449 | SH | SOLE | 1,449 | 0 | 0 | ||
| KRAFT HEINZ COMPANY | COM | 500754106 | 11,965 | 313,723 | SH | SOLE | 313,723 | 0 | 0 | ||
| LOEWS | COM | 540424108 | 7,472 | 126,082 | SH | SOLE | 126,082 | 0 | 0 | ||
| LUMEN TECHNOLOGIES | COM | 550241103 | 35,706 | 3,272,741 | SH | SOLE | 3,272,741 | 0 | 0 | ||
| MARATHON PETROLEUM CORP | COM | 56585a102 | 381 | 4,629 | SH | SOLE | 4,629 | 0 | 0 | ||
| MERCK AND CO. INC. | COM | 58933Y105 | 18,533 | 203,276 | SH | SOLE | 203,276 | 0 | 0 | ||
| MOSAIC | COM | 61945c103 | 29,626 | 627,281 | SH | SOLE | 627,281 | 0 | 0 | ||
| NEWMONT GOLDCORP | COM | 651639106 | 36,705 | 615,130 | SH | SOLE | 615,130 | 0 | 0 | ||
| ORGANON & CO | COM | 68622v106 | 650 | 19,268 | SH | SOLE | 19,268 | 0 | 0 | ||
| OVINTIV INC | COM | 69047q102 | 3,340 | 75,575 | SH | SOLE | 75,575 | 0 | 0 | ||
| PARAMOUNT GLOBAL | COM | 92556H206 | 15,363 | 622,497 | SH | SOLE | 622,497 | 0 | 0 | ||
| PEMBINA PIPELINE CORP | COM | 706327103 | 1,518 | 42,950 | SH | SOLE | 42,950 | 0 | 0 | ||
| PERMIAN BASIN ROYALTY TRUST | COM | 714236106 | 11,563 | 698,653 | SH | SOLE | 698,653 | 0 | 0 | ||
| PFIZER | COM | 717081103 | 20,706 | 394,929 | SH | SOLE | 394,929 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 5,481 | 66,853 | SH | SOLE | 66,853 | 0 | 0 | ||
| SAN JUAN BASIN ROYALTY TRUST | COM | 798241105 | 140 | 16,125 | SH | SOLE | 16,125 | 0 | 0 | ||
| SANOFI | COM | 80105n105 | 12,485 | 249,546 | SH | SOLE | 249,546 | 0 | 0 | ||
| TECK RESOURCES LTD CL B | COM | 878742204 | 31,836 | 1,041,419 | SH | SOLE | 1,041,419 | 0 | 0 | ||
| TEJON RANCH CO | COM | 879080109 | 6,602 | 425,370 | SH | SOLE | 425,370 | 0 | 0 | ||
| THE TRAVELERS COS., INC. | COM | 89417e109 | 414 | 2,448 | SH | SOLE | 2,448 | 0 | 0 | ||
| TRANSOCEAN, LTD | COM | H8817H100 | 690 | 207,077 | SH | SOLE | 207,077 | 0 | 0 | ||
| TSAKOS ENERGY NAVIGATION LTD | COM | g9108l173 | 2,763 | 308,015 | SH | SOLE | 308,015 | 0 | 0 | ||
| VERIZON COMMUNICATIONS | COM | 92343v104 | 15,117 | 297,867 | SH | SOLE | 297,867 | 0 | 0 | ||
| WAL-MART STORES | COM | 931142103 | 402 | 3,306 | SH | SOLE | 3,306 | 0 | 0 | ||