0001567619-22-008700.txt : 20220420 0001567619-22-008700.hdr.sgml : 20220420 20220420132326 ACCESSION NUMBER: 0001567619-22-008700 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220420 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: 22837349 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 03-31-2022 03-31-2022 West Oak Capital, LLC

2801 TOWNSGATE ROAD, SUITE 112 WESTLAKE VILLAGE CA 91361

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Corp New COM 143658300 9 425 SH SOLE 425 0 0 Carrier Global Corp COM 14448C104 261 5695 SH SOLE 5695 0 0 Carvana Co COM 146869102 2 20 SH SOLE 20 0 0 Caterpillar Inc COM 149123101 987 4430 SH SOLE 4430 0 0 Cdk Global COM 12508E101 50 1024 SH SOLE 1024 0 0 Cendant Corp COM 053774105 1 150 SH SOLE 150 0 0 Chargepoint Hldgs Inc COM 15961R105 2057 103460 SH SOLE 103460 0 0 Chevrontexaco Corp COM 166764100 3736 22943 SH SOLE 22943 0 0 Chipotle Mexican Grill COM 169656105 169 107 SH SOLE 107 0 0 Chubb Ltd COM H1467J104 382 1785 SH SOLE 1785 0 0 Church & Dwight Co Inc COM 171340102 77 777 SH SOLE 777 0 0 Ciena Corp COM 171779309 18 300 SH SOLE 300 0 0 Cigna Corp COM 125509109 103 430 SH SOLE 430 0 0 Cincinnati Finl COM 172062101 37 270 SH SOLE 270 0 0 Cisco Systems Inc COM 17275R102 2233 40039 SH SOLE 40039 0 0 Citigroup Inc COM 172967101 1773 33210 SH SOLE 33210 0 0 Citizens Finl Group Inc COM 174610105 27 600 SH SOLE 600 0 0 Clean Energy Fuels COM 184499101 102 12865 SH SOLE 12865 0 0 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Emerson Electric Co COM 291011104 2053 20943 SH SOLE 20943 0 0 Entegris Inc COM 29362U104 223 1700 SH SOLE 1700 0 0 Estee Lauder Co Inc Cl A COM 518439104 27 100 SH SOLE 100 0 0 Evercore Inc COM 29977A105 33 300 SH SOLE 300 0 0 Exelon Corporation COM 30161N101 1 16 SH SOLE 16 0 0 Exxon Mobil Corporation COM 30231G102 2021 24470 SH SOLE 24470 0 0 F M C Corp COM 302491303 26 200 SH SOLE 200 0 0 Facebook Inc Class A COM 30303M102 588 2645 SH SOLE 2645 0 0 Fedex Corporation COM 31428X106 29 127 SH SOLE 127 0 0 Fidelity Natl Finl Inc COM 31620R105 1719 35198 SH SOLE 35198 0 0 Fidelity Natl Info Svcs COM 31620M106 1466 14600 SH SOLE 14600 0 0 Fifth Third Bancorp COM 316773100 62 1450 SH SOLE 1450 0 0 First Majestic Silver COM 32076V103 0 29 SH SOLE 29 0 0 First Trust Ise Global Wind COM 33736G106 0 25 SH SOLE 25 0 0 Fisker Inc COM 33813J106 8 600 SH SOLE 600 0 0 Flexshares Qual Div Etf COM 33939L860 53 900 SH SOLE 900 0 0 Ford Motor Company New COM 345370860 5 325 SH SOLE 325 0 0 Franklin 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