Core Viewpoint - Phillips 66 shareholders will elect two directors nominated by Elliott Investment Management, marking the activist investor's first proxy vote in the U.S. [1] Group 1 - Elliott's preliminary analysis indicates that shareholders are prepared to select Sigmund Cornelius and Michael Heim from Elliott's four nominees [1] - Phillips 66 stated that its own nominees, Robert Pease and Nigel Hearne, will also be elected [1]

福克斯-A 沃达丰(US) ox 福克斯-B 249.63亿市值 258.68亿市值 230.38亿市值 51.24 10.44 55.52 +0.04(+0.43%) -0.98(-1.73%) -0.92(-1.76%) Pinterest Inc-A 陶氏 西部数据 217.30亿市值 208.03亿市值 177.32亿市值 32.12 29.43 50.83 -0.36(-1.21%) +0.20(+0.39%) -0.14(-0.45%) 哈里伯顿 华纳音乐 Dropbox Inc-A 140.51亿市值 80.23亿市值 174.52亿市值 20.30 26.95 28.50 -0.18(-0.88%) -0.23(-0.86%) -0.17(-0.59%) Lyft Inc-A IMAX Corp 68.54亿市值 14.56亿市值 16.30 27.09 -0.23(-1.42%) -0.02(-0.07%) @ JIN10.COM 金十数据 | 一个交易工具 27.60 89.97 605.48 -1.90(-2.06%) -1.04(-0.17%) -0.18(-0.65%) 加拿大皇家银 ...

Group 1 - Elliott Investment Management has successfully elected two nominees, Sigmund Cornelius and Michael Heim, to the Board of Directors of Phillips 66, indicating a clear mandate from shareholders for change [1][2] - The election results reflect shareholders' demand for meaningful changes in operational execution, corporate governance, and strategic direction to enhance value creation at Phillips 66 [2][3] - Elliott, as one of the largest investors in Phillips 66, will continue to engage actively with the company and hold management accountable for improving shareholder value [3] Group 2 - Elliott Investment Management managed approximately $72.7 billion in assets as of December 31, 2024, making it one of the oldest funds under continuous management [3]

金十图示：2025年05月20日（周二）美股热门股票行情一览（美股收盘） VISA HEF 7077.97亿市值 6768.97亿市值 5276.03亿市值 746.83 366.85 581.03 -5.38(-0.92%) -8.28(-1.10%) -1.05(-0.29%) 埃克森美孚 甲骨文 祭飞 5073.79亿市值 4523.40亿市值 4496.17亿市值 1192.23 104.96 160.34 +0.59(+0.05%) -1.51(-1.42%) +0.69(+0.44%) 强生 P&G | 宝浩 ss) 家得宝 3884.44亿市值 3748.80亿市值 3696.69亿市值 165.68 153.64 377.17 +0.91(+0.55%) -2.21(-0.58%) +1.15(+0.75%) 美国银行 可口可乐 阿斯麦 (acobela ASML 3366.00亿市值 2944.99亿市值 3086.16亿市值 748.82 71.70 44.69 -0.08(-0.18%) -0.23(-0.32%) -0.31(-0.04%) 联合健康 赛富时 T-Mobile US I ...

金十图示：2025年05月20日（周二）美股热门股票行情一览（美股盘初） +0.23(+0.20%) -0.32(-1.07%) -0.38(-0.53%) 纽约梅隆银行 巴克莱 * 纽蒙特 570.24亿市值 644.53亿市值 634.53亿市值 17.77 51.23 90.09 -0.24(-0.27%) +0.04(+0.23%) +0.30(+0.60%) ND 恩智浦半导体 四 德意志银行 CS Phillips 66 498.54亿市值 553.31亿市值 527.29亿市值 122.32 28.51 208.72 -0.05(-0.18%) -1.64(-0.78%) +0.14(+0.11%) 美国国际集团 斯伦贝谢 GM 通用汽车 AIG 484.69亿市值 480.33亿市值 471.50亿市值 49.96 84.10 34.66 -0.24(-0.29%) -0.07(-0.14%) -0.45(-1.27%) 福特汽车 淡水河谷 02) 本田汽车 427.26亿市值 418.55亿市值 428.26亿市值 10.77 29.49 9.80 +0.02(+0.18%) +0.22(+ ...

Core Viewpoint - Elliott Investment Management is advocating for the election of four independent director nominees to the board of Phillips 66, emphasizing their skills and experiences to drive positive change and create value for shareholders [1][2][3]. Group 1: Nominees' Qualifications - The four nominees—Brian Coffman, Sigmund Cornelius, Michael Heim, and Stacy Nieuwoudt—bring a diverse set of skills relevant to Phillips 66, including leadership in refining, financial oversight, midstream operations, and an investor's perspective [3][4]. - Each nominee has experience serving on boards of companies at various stages, which positions them to address the unique challenges faced by Phillips 66 [3]. Group 2: Value Creation Potential - The nominees believe that closing the performance gap between Phillips 66 and its competitors is achievable, citing the company's high-quality assets and talented workforce as key strengths [4]. - They propose a focus on operational excellence, accountability, and corporate governance to unlock the company's potential and enhance its market position [4]. Group 3: Commitment to Collaboration - If elected, the nominees are prepared to work constructively with incumbent directors to strengthen Phillips 66, emphasizing their independent thinking and readiness to ask challenging questions [5]. - The nominees express a commitment to improving the company's credibility with shareholders and conducting thorough evaluations of its current structure and operations [5][6].

+2.63(+1.38%) +3.42(+0.70%) -0.39(-0.62%) 778.71亿市值 戴尔科技 高露洁 Coloate 779.92亿市值 739.99亿市值 91.31 114.11 29.30 -0.08(-0.07%) +0.08(+0.09%) -0.46(-1.53%) 巴克莱 PayPal Holdings = 纽约梅隆银行 PayPal InC 646.97亿市值 629.85亿市值 704.21亿市值 72.41 90.43 17.64 +0.23(+0.32%) +0.36(+0.40%) +0.22(+1.26%) 纽蒙特 德意志银行 慰智浦半导体 0 NP 530.77亿市值 563.51亿市值 552.44亿市值 210.10 50.63 28.46 +0.53(+1.06%) -2.46(-1.16%) +0.59(+2.13%) Phillips 66 AIG 美国国际集团 GM 通用汽车 lees 500.96亿市值 482.02亿市值 486.65亿市值 122.91 50.13 84.44 -1.62(-1.30%) -0.23(-0.47%) +0.11( ...

金十图示：2025年05月19日（周一）美股热门股票行情一览（美股盘初） PayPal Holdings 巴克莱 n 纽约梅隆银行 Inc 640.46亿市值 624.54亿市值 698.28亿市值 17.49 71.80 89.52 +0.07(+0.40%) -0.38(-0.53%) -0.55(-0.61%) 纽蒙特 德意志银行 恩智浦半导体 0 9 559.78亿市值 550.60亿市值 528.75亿市值 28.37 50.30 209.30 -3.26(-1.53%) +0.20(+0.39%) +0.50(+1.79%) Phillips 66 美国国际集团 斯伦贝谢 AIG 499.41亿市值 484.12亿市值 476.33亿市值 122.53 84.00 35.02 -0.75(-2.10%) -2.00(-1.61%) -0.33(-0.39%) * 瓦莱罗能源 淡水河谷 GM 通用汽车 417.47亿市值 474.37亿市值 415.69亿市值 9.74 49.34 133.29 -1.03(-2.04%) -2.45(-1.80%) -0.06(-0.63%) a 377.65亿市 ...

金十图示：2025年05月16日（周五）美股热门股票行情一览（美股收盘） VISA FEB 6738.43亿市值 7181.47亿市值 295.73亿市值 757.75 365.19 583.20 +25.96(+3.55%) +2.90(+0.80%) +1.00(+0.17%) 甲骨文 祭飞 埃克森美孚 5070.81亿市值 4662.60亿市值 4501.36亿市值 1191.53 108.19 160.52 +13.55(+1.15%) -0.39(-0.36%) +1.12(+0.70%) 强生 ss) 家得宝 P&G 宝浩 3828.17亿市值 3784.28亿市值 3640.39亿市值 163.28 151.30 380.74 +0.87(+0.54%) +1.69(+1.13%) +2.11(+0.56%) 阿斯麦 美国银行 可口可乐 (acobelia ASML 3366.00亿市值 3099.72亿市值 2940.27亿市值 747.62 72.02 44.69 +0.31(+0.70%) -10.74(-1.42%) +0.41(+0.57%) 赛富时 T-Mobile US Inc 联 ...

Core Insights - Elliott Investment Management has significantly increased its exposure to the energy sector, raising its allocation from 23.84% to 37.64% in Q1 2025, making it the firm's largest sector allocation [1][4]. Company Investments - Elliott has made a substantial investment of nearly $2 billion in Phillips 66 and Suncor Energy Inc., which are now among the fund's top three holdings [2]. - The firm increased its stake in Phillips 66 by nearly 2,000%, acquiring 14.95 million new shares, bringing the total to 15.73 million shares valued at approximately $1.94 billion, which now represents 12.81% of Elliott's $15.2 billion 13F portfolio [3]. - Suncor Energy remains a core holding with a stake valued at $2.04 billion, representing 13.46% of the portfolio, unchanged from the previous quarter [4]. Strategic Shifts - The increase in energy positions coincides with a reduction in exposure to broader market ETFs and sectors, including a more than 25% cut in the SPDR S&P 500 ETF put position and reduced bets against energy sector ETFs [4]. - This strategy reflects a tactical shift towards direct investments in traditional energy companies like Phillips 66 and Suncor, contrasting with broader market hesitations regarding peak oil demand and ESG pressures [5].