What this manager has argued in its own public filings, claim by claim. Each claim was checked against the document it came from and reviewed by a person before it appeared here. Follow any claim to the filing on sec.gov and read it yourself.
Each claim is the view as filed on its date, not a current recommendation, and a 13F holding is what was reported at that quarter’s end, not a position held today.
Goff claims a breakdown in board governance has prevented Phillips 66 from delivering value and believes new, independent directors can fix this.
Written by the manager, in the filing
“I have been disappointed by what I see as a breakdown in effective corporate governance at Phillips 66.”
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See the complete claim breakdown (1 more reviewed claim), how each view changed from one filing to the next, and the themes other managers are arguing.
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