Phillips 66 (PSX)

Elliott Management · 2025-05

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 10 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides

— 0/1 slides

Interest 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Desire 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Action 7 slides 100% 7/7 slides 100% 7/7 slides · 44 hits

— 0/7 slides

71.4% 5/7 slides · 6 hits 85.7% 6/7 slides 100% 7/7 slides · 9 hits 42.9% 3/7 slides

every slide · same image gating as the playbook

front_matter

Includes a performance chart comparing Andeavor to XLE and a personal letter from Gregory Goff.introduce_nominees

Includes a letter from Gregory Goff supporting the Elliott campaign and a QR code for voting instructions.state_next_steps

Activist investor campaign material targeting Phillips 66 shareholders.state_demand

Open slide detailBeat · InterestLoop · Quick Win Big Bet

The slide uses a 'before and after' narrative to justify activist intervention.cite_precedent

Open slide detailBeat · DesireLoop · Benchmark Gap

transition

This is a screenshot of a social media post (likely X/Twitter) used as a regulatory filing exhibit.state_next_steps

This is a screenshot of a social media post (X/Twitter) used as a regulatory/activist communication tool.name_villain

Open slide detailBeat · ActionLoop · Cost Of Inaction

This is a screenshot of a social media post/campaign graphic by Streamline 66 (Elliott Investment Management).state_demand