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Elliott Management · regulatory-filing

Phillips 66 (PSX)

18 pages · 4 arc beats · 2 loops

Regulatory-Filing Download JSON
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Phillips 66 (PSX)

Elliott Management · 2025-03
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

4
coverage by narrative range · generated from this deck JSON
Narrative range 18 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits
— 0/5 slides
20% 1/5 slides 40% 2/5 slides · 3 hits 100% 5/5 slides 40% 2/5 slides Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 17 hits
— 0/5 slides
20% 1/5 slides 40% 2/5 slides 100% 5/5 slides 100% 5/5 slides · 7 hits Evidence & Proof 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides · 8 hits Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 75% 3/4 slides · 5 hits

Slide inventory

18
every slide · same image gating as the playbook
01
Slide 1
filler
Open slide detailBeat · Situation & Context
02
Includes a QR code and a list of historical precedent companies.state_demand
Open slide detailBeat · Situation & Context
03
Standard legal disclaimer for proxy solicitation filings.front_matter
Open slide detailBeat · Situation & Context
04
The slide uses a precedent to argue for the efficacy of Elliott's activist strategy.cite_precedent
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
05
Standard legal disclaimer for proxy solicitation filings.front_matter
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
06
filler
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
07
This is a screenshot of a social media post (X/Twitter) from an activist campaign.state_demand
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
08
transition
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
09
This appears to be a collage of various slide layouts or assets from an activist investor presentation (Elliott Investment Management).frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
10
transition
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
11
This is a screenshot of a campaign website homepage.front_matter
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
12
The slide is divided into two sections: a grid of nominee headshots with professional backgrounds, and a 'Materials' section with links to regulatory filings/leintroduce_nominees
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
13
Standard SEC proxy solicitation disclosure page.other
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
14
This is a screenshot of a website interface, not a traditional slide deck page.front_matter
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
15
Standard legal disclosure text for a proxy solicitation.appendix
Open slide detailBeat · Impact & Next StepsLoop · Tale Two Worlds
16
The slide serves as a landing page or cover letter for a shareholder activist campaign.frame_situation
Open slide detailBeat · Impact & Next StepsLoop · Tale Two Worlds
17
The slide uses a 'before and after' narrative structure to validate the activist investor's strategy.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Tale Two Worlds
18
front_matter
Open slide detailBeat · Impact & Next Steps