What’s the trade ahead of Chevron’s analyst meeting?

Refiners traditionally do well into the spring season, but they’re just not performing this year, explains Dylan Ratigan, because the run in crude is shrinking the gas crack.

If Chevron comes out with some kind of spending package for exploration, it could lift the entire integrated space, speculates Pete Najarian.

I think recession is already priced into the sector, says Guy Adami. But I like oil services names such as Schlumberger and Baker Hughes , he says.

I’m long Tesoro , reveals Tim Seymour, and I also think investors should look nat gas investments such as United States Natural Gas Fund .