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Uses a combination of bar chart (EBITDA) and area chart (TSR underperformance) to show the inverse relationship between the pivot strategy and shareholder returns.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a quote from Phillips 66 Investor Relations justifying the 2012-2019 period as the appropriate mid-cycle baseline.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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This is a screenshot of a social media post (X/Twitter) used as a regulatory/activist communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ActionLoop · Cost Of Inaction1 hit
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This is a screenshot of a social media post (likely X/Twitter) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
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This is a screenshot of a tweet/post used as a regulatory communication tool.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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The slide is composed of two distinct sections of quotes, likely representing two separate pages or a composite view of proxy advisor feedback.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
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Includes standard proxy solicitation disclaimer and contact details for Elliott Investment Management and Okapi Partners.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit
09
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
10
This appears to be a web page or digital document for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
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This is a social media advertisement/promotional graphic for an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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This is a social media advertisement (LinkedIn) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Cost Of Inaction1 hit
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This is a social media advertisement (promoted post) for an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
This is a social media advertisement (LinkedIn) used as a proxy for a regulatory filing slide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing AskLoop · Cost Of Inaction1 hit
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The slide uses a bar chart to visualize survey results and includes two direct quotes from shareholders to reinforce the narrative of management failure.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
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The slide uses a series of pull-quotes from anonymous shareholders to build a case for leadership change.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
15
This is a transcript of an investor call or interview regarding an activist campaign against Phillips 66.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a transcript of a dialogue, not a standard slide deck page. It functions as a preemptive rebuttal to management's arguments.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a transcript slide, likely from an activist investor presentation (Elliott Management) critiquing company management.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
10
Includes a stock performance chart comparing PSX to peers (MPC, VLO).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Includes a visual representation of a proxy card voting guide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
This is a screenshot of a social media post (Twitter/X) used as a regulatory filing exhibit.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
06
Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a screenshot of a campaign website (Streamline 66) used in a proxy fight.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
This appears to be a web page or digital document rather than a traditional slide deck page, but it functions as a summary of an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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This appears to be a footer or resource section of a campaign website or digital deck.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide is essentially empty except for the company logo.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
The slide is a screenshot of a tweet from the 'Streamline 66' account.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
03
This is a screenshot of a social media post (likely X/Twitter) used as a regulatory communication tool by an activist investor.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Phillips 66 (PSX)Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
05
This is a screenshot of a campaign website, not a traditional slide deck page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit