Phillips 66 (PSX) — playbook

Phillips 66 (PSX)

Elliott Management · 2025-05

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 26 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

— 0/1 slides

100% 1/1 slides · 2 hits 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits

— 0/1 slides

— 0/1 slides

100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides

— 0/1 slides

100% 1/1 slides · 2 hits 100% 1/1 slides Closing ask 23 slides 100% 23/23 slides 100% 23/23 slides · 118 hits

— 0/23 slides

39.1% 9/23 slides · 12 hits 30.4% 7/23 slides 100% 23/23 slides · 25 hits 100% 23/23 slides

Slide inventory

25

every slide · same image gating as the playbook

01

front_matter

Open slide detail

02

This is a classic activist investor 'villain' slide, framing the CEO as the antagonist and the shareholders as the victims.name_villain

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

03

Includes headshots of four nominees, specific voting instructions for proposals 2 and 6, and a QR code for voting information.closing_ask

Open slide detailBeat · Closing askLoop · Cost Of Inaction

04

transition

Open slide detailBeat · Closing askLoop · Cost Of Inaction

05

This appears to be a draft or specification sheet for digital marketing collateral.other

Open slide detailBeat · Closing askLoop · Cost Of Inaction

06

transition

Open slide detailBeat · Closing askLoop · Cost Of Inaction

07

This is a screenshot of a LinkedIn promoted post/video advertisement.name_villain

Open slide detailBeat · Closing askLoop · Cost Of Inaction

08

This is a screenshot of a LinkedIn-style sponsored post.closing_ask

Open slide detailBeat · Closing askLoop · Cost Of Inaction

09

This is a screenshot of a video advertisement on LinkedIn.closing_ask

Open slide detailBeat · Closing askLoop · Cost Of Inaction

10

This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication.state_demand

Open slide detailBeat · Closing askLoop · Cost Of Inaction

11

The slide is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.illustrate_case

Open slide detailBeat · Closing askLoop · Cost Of Inaction

12

The slide is a screenshot of a social media post (likely X/Twitter) used as an activist investor communication.name_villain

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

13

front_matter

Open slide detailBeat · Closing askLoop · Cost Of Inaction

14

This appears to be a screenshot of a campaign website (Streamline 66) used as a slide in a regulatory presentation.state_next_steps

Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction

15

This is a landing page or digital slide deck page for an activist campaign.state_next_steps

Open slide detailBeat · Closing askLoop · Cost Of Inaction

16

This appears to be a web-page capture or a 'hub' slide for an activist investor campaign website.introduce_nominees

Open slide detailBeat · Closing askLoop · Cost Of Inaction

17

other

Open slide detailBeat · Closing askLoop · Cost Of Inaction

18

This is a screenshot of a campaign website (Streamline 66) by Elliott Management.state_next_steps

Open slide detailBeat · Closing askLoop · Cost Of Inaction

19

This slide appears to be a compilation of three distinct sections from a campaign website or presentation.summarize

Open slide detailBeat · Closing askLoop · Cost Of Inaction

20

The slide consists of seven distinct pull-quotes from various individuals associated with Elliott Investment Management.other

Open slide detailBeat · Closing askLoop · Cost Of Inaction

21

The slide uses a 'problem-solution' structure, contrasting poor historical returns with a proposed strategic plan.propose_solution

Open slide detailBeat · Closing askLoop · Cost Of Inaction

22

This is a regulatory filing appendix page containing FAQs and contact details.other

Open slide detailBeat · Closing askLoop · Cost Of Inaction

23

other

Open slide detailBeat · Closing askLoop · Cost Of Inaction

24

This is a web-based navigation/summary page for a proxy campaign.summarize

Open slide detailBeat · Closing askLoop · Cost Of Inaction

25

Includes contact details for media and investor relations, plus standard SEC proxy solicitation disclaimer text.front_matter

Open slide detailBeat · Closing askLoop · Cost Of Inaction