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Elliott Management · regulatory-filing

Phillips 66 (PSX)

38 pages · 4 arc beats · 3 loops

Regulatory-Filing Download JSON
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Phillips 66 (PSX)

Elliott Management · 2025-05
arc beats above · slides in the middle · loops below · scroll → 3 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 12 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides
— 0/1 slides
Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
— 0/4 slides
50% 2/4 slides · 3 hits 100% 4/4 slides 100% 4/4 slides
— 0/4 slides
Evidence 3 slides 100% 3/3 slides 100% 3/3 slides · 27 hits
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides 100% 3/3 slides 66.7% 2/3 slides Closing Ask 4 slides 100% 4/4 slides 100% 4/4 slides · 32 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 75% 3/4 slides

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
Includes quotes from ISS and Egan-Jones and a call to action to vote the Gold Proxy Card.summarize
Open slide detailBeat · Hook
03
Includes a QR code and proxy solicitation disclaimer.preempt_rebuttal
Open slide detail
04
Includes two area charts showing stock performance relative to peers and a quote from the Phillips 66 CEO.preempt_rebuttal
Open slide detail
05
Includes a QR code for voting instructions and mandatory SEC disclosure text.closing_ask
Open slide detail
06
front_matter
Open slide detail
07
This is a screenshot of a YouTube video page, serving as a digital disclosure/landing page for a proxy campaign.front_matter
Open slide detail
08
transition
Open slide detail
09
This is a screenshot of a social media post from an activist campaign (Streamline 66).name_villain
Open slide detailBeat · Complication
10
This is a screenshot of a social media post (likely X/Twitter) from the Streamline 66 campaign.cite_precedent
Open slide detailBeat · Complication
11
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication tool.cite_precedent
Open slide detailBeat · Complication
12
This is a screenshot of a social media advertisement (likely Twitter/X) used in an activist campaign.name_villain
Open slide detailBeat · Complication
13
front_matter
Open slide detail
14
This is a screenshot of a campaign website landing page.summarize
Open slide detailLoop · Golden Circle
15
This is a web-based landing page layout rather than a traditional slide deck page.introduce_nominees
Open slide detailLoop · Golden Circle
16
This appears to be the footer or bottom section of a campaign website.front_matter
Open slide detailLoop · Golden Circle
17
The slide is essentially empty except for the logo.filler
Open slide detailLoop · Golden Circle
18
This is a screenshot of a campaign website for an activist investor campaign.cite_precedent
Open slide detailBeat · EvidenceLoop · Golden Circle
19
The slide is composed of multiple pull-quotes from third-party analysts.cite_precedent
Open slide detailBeat · Evidence
20
The slide is composed of two distinct sections of quotes, likely representing two separate pages or a composite view of proxy advisor feedback.cite_precedent
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
21
Includes standard proxy solicitation disclaimer and contact details for Elliott Investment Management and Okapi Partners.closing_ask
Open slide detailBeat · Closing AskLoop · Cost Of Inaction
22
This is a screenshot of a webpage for an activist campaign.summarize
Open slide detailBeat · Closing AskLoop · Cost Of Inaction
23
The slide uses a 'before-after' style narrative to show the failure of management to act on investor feedback.expose_contradiction
Open slide detailBeat · Closing AskLoop · Cost Of Inaction
24
The slide uses external analyst validation to build credibility for the activist campaign.cite_precedent
Open slide detailBeat · Closing Ask
25
front_matter
Open slide detail
26
This slide acts as a navigation hub for a series of detailed issue briefs.summarize
Open slide detail
27
front_matter
Open slide detail
28
This slide acts as a landing page or digital brochure for a podcast episode, including a transcript snippet.other
Open slide detail
29
This is a transcript-based slide used to frame a narrative of management manipulation of performance data.expose_contradiction
Open slide detailLoop · Before After
30
This appears to be a transcript of an investor presentation or interview regarding a proxy fight.preempt_rebuttal
Open slide detailLoop · Before After
31
The slide contains a transcript of a Q&A session regarding a proxy vote, followed by a footer with contact details and SEC filing disclaimers.summarize
Open slide detailLoop · Before After
32
This appears to be a screenshot of a website page for 'Streamline 66' podcast.other
Open slide detailLoop · Before After
33
This is a standard proxy solicitation footer/closing page.closing_ask
Open slide detailLoop · Before After
34
This is a screenshot of a webpage from the Streamline 66 campaign site.state_next_steps
Open slide detailLoop · Before After
35
Includes a visual representation of the proxy card and specific voting recommendations for board nominees and proposals.state_next_steps
Open slide detail
36
other
Open slide detail
37
This is a standard proxy solicitation disclosure page.state_next_steps
Open slide detail
38
This is a classic activist investor rebuttal slide, framing the company's governance stance as a defensive tactic against shareholder oversight.preempt_rebuttal
Open slide detail