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Elliott Management · regulatory-filing

Phillips 66 (PSX)

24 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 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 18 hits
— 0/5 slides
60% 3/5 slides
— 0/5 slides
100% 5/5 slides 20% 1/5 slides Agitate 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
40% 2/5 slides · 3 hits
— 0/5 slides
100% 5/5 slides 100% 5/5 slides Solution 14 slides 100% 14/14 slides 100% 14/14 slides · 56 hits
— 0/14 slides
7.1% 1/14 slides 14.3% 2/14 slides 100% 14/14 slides 71.4% 10/14 slides

Slide inventory

24
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
This is a screenshot of a YouTube video page, serving as a regulatory disclosure slide in a deck.front_matter
Open slide detailBeat · Problem
03
transition
Open slide detailBeat · Problem
04
This is a screenshot of a tweet/post from the 'Streamline 66' account.introduce_nominees
Open slide detailBeat · Problem
05
This is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.introduce_nominees
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
front_matter
Open slide detailBeat · AgitateLoop · Cost Of Inaction
07
This is a screenshot of a campaign website (Streamline 66) used in a proxy fight.frame_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
08
This appears to be a web page or digital document rather than a traditional slide deck page, but it functions as a summary of an activist campaign.introduce_nominees
Open slide detailBeat · AgitateLoop · Cost Of Inaction
09
This appears to be a footer or resource section of a campaign website or digital deck.front_matter
Open slide detailBeat · AgitateLoop · Cost Of Inaction
10
The slide is essentially empty except for the company logo.filler
Open slide detailBeat · AgitateLoop · Cost Of Inaction
11
This is a web-based nominee profile page from a proxy solicitation campaign.introduce_nominees
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
12
This is a screenshot of a webpage, likely from an activist investor campaign site.summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
13
Contains contact information, subscription form, and legal disclaimer regarding proxy solicitation.front_matter
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
14
This is a screenshot of a website, not a traditional slide deck page.other
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
15
This is a footer/disclaimer page from a proxy solicitation website.summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
16
This appears to be a webpage screenshot from a campaign site (Streamline 66) related to Elliott Investment Management's activist campaign at Phillips 66.introduce_nominees
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
17
This is a transcript page, likely from an investor relations or corporate governance presentation deck.other
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
18
This is a raw transcript page from a regulatory filing, likely an investor presentation or proxy statement supplement.other
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
19
Includes a transcript snippet at the top and a subscription form field.front_matter
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
20
The slide uses a 'sandbagging' narrative to frame management's communication with analysts as a defensive tactic.expose_contradiction
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
21
Includes a visual representation of a 'Gold Proxy Card' and contact information for media and investors.state_next_steps
Open slide detailBeat · Solution
22
front_matter
Open slide detailBeat · Solution
23
This is a screenshot of a website landing page, not a traditional slide, but functions as a summary of campaign pillars.summarize
Open slide detailBeat · Solution
24
Includes contact information for Okapi Partners LLC.other
Open slide detailBeat · Solution