0001567619-22-013876.txt : 20220711 0001567619-22-013876.hdr.sgml : 20220711 20220711171730 ACCESSION NUMBER: 0001567619-22-013876 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Oak Capital, LLC CENTRAL INDEX KEY: 0001387399 IRS NUMBER: 562398650 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12100 FILM NUMBER: 221077664 BUSINESS ADDRESS: STREET 1: 2801 TOWNSGATE ROAD, SUITE 112 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91361 BUSINESS PHONE: (805) 230-8282 MAIL ADDRESS: STREET 1: 2801 TOWNSGATE ROAD, SUITE 112 CITY: WESTLAKE VILLAGE STATE: CA ZIP: 91361 FORMER COMPANY: FORMER CONFORMED NAME: Live Oak Capital, LLC DATE OF NAME CHANGE: 20070122 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001387399 XXXXXXXX 06-30-2022 06-30-2022 West Oak Capital, LLC

2801 TOWNSGATE ROAD, SUITE 112 WESTLAKE VILLAGE CA 91361

13F HOLDINGS REPORT 028-12100 N Lisa Snider 805-230-8282 /s/ Lisa Snider Westlake Village CA 07-11-2022 0 344 190568 false INFORMATION TABLE 2 form13fInfoTable.xml 3M Company COM 88579Y101 1207 9325 SH SOLE 9325 0 0 A F L A C Inc COM 001055102 546 9870 SH SOLE 9870 0 0 Abbott Laboratories COM 002824100 2705 24893 SH SOLE 24893 0 0 AbbVie Inc COM 00287Y109 1495 9763 SH SOLE 9763 0 0 Accenture Ltd Cl A COM G1150G111 2910 10480 SH SOLE 10480 0 0 Adobe Systems Inc COM 00724F101 42 115 SH SOLE 115 0 0 Advanced Micro Devices COM 007903107 69 900 SH SOLE 900 0 0 Affirm Hldgs Inc COM 00827B106 1 40 SH SOLE 40 0 0 Air Products & Chemicals COM 009158106 2332 9697 SH SOLE 9697 0 0 Alleghany Corp Del COM 017175100 2333 2800 SH SOLE 2800 0 0 Allogene Therapeutics In COM 019770106 1 100 SH SOLE 100 0 0 Allstate Corporation COM 020002101 129 1021 SH SOLE 1021 0 0 Alphabet Inc Class A COM 02079K305 320 147 SH SOLE 147 0 0 Alphabet Inc Class C COM 02079K107 2592 1185 SH SOLE 1185 0 0 Altria Group Inc 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COM 169656105 140 107 SH SOLE 107 0 0 Chubb Ltd COM H1467J104 351 1785 SH SOLE 1785 0 0 Church & Dwight Co Inc COM 171340102 72 777 SH SOLE 777 0 0 Ciena Corp COM 171779309 14 300 SH SOLE 300 0 0 Cigna Corp COM 125509109 113 430 SH SOLE 430 0 0 Cincinnati Finl COM 172062101 32 270 SH SOLE 270 0 0 Cisco Systems Inc COM 17275R102 1680 39389 SH SOLE 39389 0 0 Citigroup Inc COM 172967101 1561 33938 SH SOLE 33938 0 0 Citizens Finl Group Inc COM 174610105 21 600 SH SOLE 600 0 0 Clean Energy Fuels COM 184499101 51 11455 SH SOLE 11455 0 0 Cleveland-Cliffs Inc COM 185899101 4 265 SH SOLE 265 0 0 Clorox Company COM 189054109 230 1630 SH SOLE 1630 0 0 Coca-Cola Company COM 191216100 399 6347 SH SOLE 6347 0 0 Colgate-Palmolive Co COM 194162103 2222 27727 SH SOLE 27727 0 0 Comerica Incorporated COM 200340107 11 150 SH SOLE 150 0 0 Conocophillips COM 20825C104 70 774 SH SOLE 774 0 0 Constellation Brand Cl A COM 21036P108 1935 8303 SH SOLE 8303 0 0 Constellation Energy Co COM 21037T109 0 5 SH SOLE 5 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