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Elliott Management · regulatory-filing

Phillips 66 (PSX)

19 pages · 3 arc beats · 2 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 → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— 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 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits
— 0/4 slides
25% 1/4 slides 75% 3/4 slides 100% 4/4 slides
— 0/4 slides
Agitate (Make it worse) 6 slides 100% 6/6 slides 100% 6/6 slides · 36 hits
— 0/6 slides
66.7% 4/6 slides · 5 hits 66.7% 4/6 slides 100% 6/6 slides 16.7% 1/6 slides Solution (Provide relief) 6 slides 100% 6/6 slides 100% 6/6 slides · 33 hits
— 0/6 slides
33.3% 2/6 slides 33.3% 2/6 slides 100% 6/6 slides 83.3% 5/6 slides

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
transition
Open slide detailBeat · Problem (Identify pain)
02
This is a screenshot of a LinkedIn or similar social media advertisement used in a proxy contest.cite_precedent
Open slide detailBeat · Problem (Identify pain)
03
This is a screenshot of a LinkedIn-style sponsored post used for activist investor communication.cite_precedent
Open slide detailBeat · Problem (Identify pain)
04
This is a screenshot of a LinkedIn-style sponsored post used in an activist campaign.cite_precedent
Open slide detailBeat · Problem (Identify pain)
05
This is a screenshot of a LinkedIn-style promoted post.cite_precedent
Open slide detailBeat · Agitate (Make it worse)
06
This is a screenshot of a social media advertisement (likely LinkedIn) promoting an activist investor campaign.cite_precedent
Open slide detailBeat · Agitate (Make it worse)
07
This is a screenshot of a social media post (Twitter/X) from the 'Streamline 66' campaign.propose_solution
Open slide detailBeat · Agitate (Make it worse)
08
front_matter
Open slide detailBeat · Agitate (Make it worse)
09
This slide is part of an activist investor campaign (Elliott) against Phillips 66, using a third-party endorsement to build credibility.illustrate_case
Open slide detailBeat · Agitate (Make it worse)
10
Includes a stock performance chart comparing PSX to peers (MPC, VLO).name_villain
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
11
Includes a visual representation of a proxy card voting guide.state_next_steps
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
12
front_matter
Open slide detailBeat · Solution (Provide relief)
13
This is a web-based campaign portal page summarizing multiple sub-topics.frame_problem
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
14
other
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
15
The slide uses a 'before-after' narrative structure to validate the activist investor's strategy.cite_precedent
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
16
This is the final slide of the deck, serving as a call to action and providing contact details.state_next_steps
Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle
17
front_matter
Open slide detail
18
This is a web-page style layout showing a chronological list of campaign communications.summarize
Open slide detail
19
other
Open slide detail