0001140361-24-002592.txt : 20240118 0001140361-24-002592.hdr.sgml : 20240118 20240117175613 ACCESSION NUMBER: 0001140361-24-002592 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Oak Capital, LLC CENTRAL INDEX KEY: 0001387399 ORGANIZATION NAME: IRS NUMBER: 562398650 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12100 FILM NUMBER: 24539561 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 X0202 13F-HR LIVE 0001387399 XXXXXXXX 12-31-2023 12-31-2023 false 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 01-17-2024 0 324 213844 INFORMATION TABLE 2 informationtable.xml 3M Company COM 88579Y101 653 6035 SH SOLE 6035 0 0 A F L A C Inc COM 001055102 764 9235 SH SOLE 9235 0 0 Abbott Laboratories COM 002824100 2593 22763 SH SOLE 22763 0 0 AbbVie Inc COM 00287Y109 1526 9396 SH SOLE 9396 0 0 Accenture Ltd Cl A COM G1150G111 3549 9961 SH SOLE 9961 0 0 Adobe Systems Inc COM 00724F101 69 115 SH SOLE 115 0 0 Advanced Micro Devices COM 007903107 22 150 SH SOLE 150 0 0 Affirm Hldgs Inc COM 00827B106 2 40 SH SOLE 40 0 0 Air Products & Chemicals COM 009158106 2302 8716 SH SOLE 8716 0 0 Allogene Therapeutics In COM 019770106 0 100 SH SOLE 100 0 0 Allstate Corporation COM 020002101 100 663 SH SOLE 663 0 0 Alphabet Inc Class A COM 02079K305 421 2950 SH SOLE 2950 0 0 Alphabet Inc Class C COM 02079K107 3449 23910 SH SOLE 23910 0 0 Altria Group Inc COM 02209S103 113 2740 SH SOLE 2740 0 0 Amazon.Com Inc COM 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35467 SH SOLE 35467 0 0 Citigroup Inc COM 172967101 1191 22643 SH SOLE 22643 0 0 Citizens Finl Group Inc COM 174610105 13 400 SH SOLE 400 0 0 Clean Energy Fuels COM 184499101 25 7455 SH SOLE 7455 0 0 Cleanspark Inc COM 18452B209 1 157 SH SOLE 157 0 0 Cleveland-Cliffs Inc COM 185899101 5 265 SH SOLE 265 0 0 Clorox Company COM 189054109 206 1440 SH SOLE 1440 0 0 Coca-Cola Company COM 191216100 356 5892 SH SOLE 5892 0 0 Colgate-Palmolive Co COM 194162103 2202 27212 SH SOLE 27212 0 0 Conocophillips COM 20825C104 92 824 SH SOLE 824 0 0 Constellation Brand Cl A COM 21036P108 1829 7080 SH SOLE 7080 0 0 Constellation Energy Co COM 21037T109 1 5 SH SOLE 5 0 0 Corning Inc COM 219350105 1557 50890 SH SOLE 50890 0 0 Costco Wholesale Corp New COM 22160K105 3784 5538 SH SOLE 5538 0 0 Cytogenix Inc Xxx COM 232825109 0 70 SH SOLE 70 0 0 D R Horton Co COM 23331A109 244 1585 SH SOLE 1585 0 0 D T E Energy Company COM 233331107 13 115 SH SOLE 115 0 0 Danaher Corp Del COM 235851102 2183 9691 SH SOLE 9691 0 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