Phillips 66 (PSX)

Elliott Management · 2025-03
arc beats above · slides in the middle · loops below · scroll → 0 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 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 3 slides 100% 3/3 slides 100% 3/3 slides · 7 hits
0/3 slides
0/3 slides
33.3% 1/3 slides 100% 3/3 slides
0/3 slides
Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
0/2 slides
0/2 slides
50% 1/2 slides 100% 2/2 slides
0/2 slides
Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
0/2 slides
0/2 slides
0/2 slides
100% 2/2 slides
0/2 slides
Evidence 3 slides 100% 3/3 slides 100% 3/3 slides · 25 hits
0/3 slides
0/3 slides
66.7% 2/3 slides 100% 3/3 slides
0/3 slides

Slide inventory

11
every slide · same image gating as the playbook
01
Slide 1
filler
Open slide detailBeat · Setup
02
This is a screenshot of a social media post (likely X/Twitter) used as a slide in an activist presentation.expose_contradiction
Open slide detailBeat · Setup
03
filler
Open slide detailBeat · Setup
04
This is an email newsletter format from an activist investor campaign.name_villain
Open slide detailBeat · Complication
05
transition
Open slide detailBeat · Complication
06
This is a screenshot of a campaign website, not a traditional slide deck page.front_matter
Open slide detailBeat · Solution
07
The slide also includes a 'MATERIALS' section at the bottom referencing press releases and letters.introduce_nominees
Open slide detailBeat · Solution
08
This is a footer/disclosure page for an activist investor campaign website.other
Open slide detailBeat · Evidence
09
This is a classic activist investor 'villain' slide, framing management as incompetent and self-interested.name_villain
Open slide detailBeat · Evidence
10
The slide uses a visual bridge/bar chart to show upside potential and includes three testimonial quotes from financial institutions.show_valuation_bridge
Open slide detailBeat · Evidence
11
This is the final page of a regulatory filing deck, containing mandatory legal disclosures and contact details.other