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Elliott Management · regulatory-filing

Phillips 66 (PSX)

41 pages · 3 arc beats · 1 loops

Regulatory-Filing Download JSON
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Phillips 66 (PSX)

Elliott Management · 2025-04
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution 7 slides 100% 7/7 slides 100% 7/7 slides · 44 hits
— 0/7 slides
42.9% 3/7 slides 57.1% 4/7 slides 100% 7/7 slides 85.7% 6/7 slides

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
transition
Open slide detail
02
This is a screenshot of a digital interface (likely a podcast platform) used as part of an activist campaign.other
Open slide detail
03
This is a screenshot of a digital platform (likely Spotify) used as a communication channel in a regulatory/activist campaign.other
Open slide detail
04
This is a digital asset/webpage screenshot used as part of an activist campaign.other
Open slide detail
05
This is a digital artifact/screenshot used as a primary source or evidence in a regulatory filing context.other
Open slide detail
06
This is a screenshot of a YouTube video page serving as a regulatory disclosure vehicle.front_matter
Open slide detail
07
This is a screenshot of a YouTube video page used as a regulatory filing asset.front_matter
Open slide detail
08
This is a landing page/transcript slide for an activist campaign podcast.other
Open slide detail
09
front_matter
Open slide detail
10
This is a transcript page from a podcast series.other
Open slide detail
11
The slide presents a Q&A format between 'Bri' and 'Brian' to establish professional background.introduce_nominees
Open slide detail
12
This is a transcript slide from a proxy contest presentation.introduce_nominees
Open slide detail
13
Transcript format with Q&A between 'Bri' and 'Brian'.summarize
Open slide detail
14
This is a transcript slide from a proxy contest presentation.other
Open slide detail
15
This slide presents a transcript of a conversation, likely used to humanize a board nominee.introduce_nominees
Open slide detail
16
filler
Open slide detail
17
This is a screenshot of a social media post (likely X/Twitter) featuring a podcast guest.introduce_nominees
Open slide detail
18
front_matter
Open slide detail
19
Uses a 'before-after' framework to contrast analyst views on peer companies before and after Elliott's involvement.expose_contradiction
Open slide detailBeat · ProblemLoop · Before After
20
Uses a before-after-bridge framework to contrast historical performance, current management failure, and future potential under Elliott's nominees.state_next_steps
Open slide detailBeat · AgitateLoop · Before After
21
front_matter
Open slide detailLoop · Before After
22
This is a screenshot of a campaign website, not a traditional slide deck page.front_matter
Open slide detailBeat · SolutionLoop · Before After
23
The slide is divided into two main sections: Nominee profiles and supporting materials/links.introduce_nominees
Open slide detailBeat · SolutionLoop · Before After
24
front_matter
Open slide detailBeat · SolutionLoop · Before After
25
This is a slide from an activist investor campaign (Elliott Management) targeting Phillips 66.name_villain
Open slide detailBeat · SolutionLoop · Before After
26
Uses a before-after-bridge framework to show how management changes/Elliott involvement shifts market perception.cite_precedent
Open slide detailBeat · SolutionLoop · Before After
27
Uses a before-after-bridge structure to highlight the shift in analyst sentiment and propose a turnaround.expose_contradiction
Open slide detailBeat · SolutionLoop · Before After
28
Includes contact information for media and investor relations, plus standard regulatory disclaimer text.closing_ask
Open slide detailBeat · Solution
29
This is a web-page style slide from a proxy solicitation campaign.introduce_nominees
Open slide detail
30
The slide contains only a small red circular icon in the top left corner, suggesting it might be part of a branded template.filler
Open slide detail
31
This is a screenshot of a campaign website, not a traditional slide deck page.front_matter
Open slide detail
32
front_matter
Open slide detail
33
This is a screenshot of a webpage from the Streamline 66 campaign site.introduce_nominees
Open slide detail
34
This is a raw transcript of an interview, not a standard slide deck page.introduce_nominees
Open slide detail
35
Transcript format with timestamps.summarize
Open slide detail
36
This appears to be a transcript page from an investor presentation or campaign website.summarize
Open slide detail
37
other
Open slide detail
38
This is a screenshot of a webpage, not a traditional slide.establish_context
Open slide detail
39
Standard regulatory filing footer/disclaimer page.front_matter
Open slide detail
40
This is a screenshot of a website landing page used as part of a regulatory filing campaign.other
Open slide detail
41
other
Open slide detail