It's not just motorists and home heating-oil customers who suffered from this year's staggering run-up in oil prices. Oil companies suffered right along with them.
Tina Vital of S&P U.S. Equity Research and Phil Weiss of Argus Research says those companies' shares are in a position to recover nicely.
"[The firms] have a refining business, and that business has been making very weak profits relative to last year," Weiss told CNBC.
"We expect the 'super-majors' to deliver on good volume growth, but a lot of that's not going to happen until next year," Vital added.
Weiss likes Marathon Oil best.
"A lot of people don't understand Marathon that well, we think," he said. "They view it as a refiner, because it's got such a big refining business, but over the next few years, that's changing; we see their production growing by about 8 percent, on average, over the next three to five years."
Three other integrated oil companies get Vital's blessings:
"I have strong buys, based on valuation, on Chevron and on ConocoPhillips, and a buy recommendation on ExxonMobil," she said. "I think they've got large reserves, good production growth that's not factored into their current prices, and I see the 'super-majors' not really falling much."
CNBC Video Reports:
Neither Weiss, his family, nor his firm, owns shares of, or has any business relationship with, Marathon Oil.
Neither Vital, her family, nor her firm, owns shares of, or has any business relationship with, Chevron, ConocoPhillips, or ExxonMobil.